| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 235,829 | $9.77M | $9.64M | -$129,697.06 | -1.33% |
| NA Nizar Araji National Bank Of Canada /FI/ | 9,011 | $374,491.92 | $368,189.46 | -$6,302.46 | -1.68% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 68,659 | $2.84M | $2.81M | -$38,606.12 | -1.36% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 25,905 | $1.09M | $1.06M | -$34,192.63 | -3.13% |
| RR rosemary richard WCG Wealth Advisors LLC | 63,159 | $2.62M | $2.58M | -$41,998.96 | -1.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 57,893 | $2.41M | $2.38M | -$29,161.33 | -1.21% |
| TCL Therese C.D. Linden Bank of New Hampshire | 12,445 | $517,960.9 | $507,382.65 | -$10,578.25 | -2.04% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,438 | $349,418 | $344,017.26 | -$5,400.74 | -1.55% |
Larry Herold Herold Advisors Inc. | 174,440 | $7.22M | $7.11M | -$109,407.66 | -1.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 164,608 | $6.85M | $6.71M | -$136,300.37 | -1.99% |
| JPM Justin P. Mason Keb Asset Management LLC | 7,722 | $319,613.58 | $314,825.94 | -$4,787.64 | -1.5% |
Nicholas Shaheen FSA Advisors Inc. | 18,245 | $756,279.85 | $743,483.75 | -$12,796.1 | -1.69% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 154,878 | $6.36M | $6.32M | -$41,287.11 | -0.65% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 46,422 | $1.93M | $1.89M | -$33,588.57 | -1.74% |
Caitlin Garner SC&H Financial Advisors Inc. | 87,365 | $3.67M | $3.56M | -$112,924.44 | -3.07% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 853,777 | $38.5M | $34.81M | -$3.69M | -9.59% |
Clint Dunn Beaird Harris Wealth Management LLC | 11,865 | $494,709.13 | $483,736.05 | -$10,973.08 | -2.22% |
John Gorlow Cardiff Park Advisors LLC | 4,595 | $188,257.15 | $187,407.07 | -$850.08 | -0.45% |
Russell Mohberg Regatta Capital Group LLC | 865,475 | $36.12M | $35.27M | -$855,787.45 | -2.37% |
| EM Erin Mccann Simplicity Wealth LLC | 1.28M | $53.45M | $52.69M | -$756,899.94 | -1.42% |