| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,208 | $214,328.38 | $208,906.72 | -$5,421.66 | -2.53% |
| CE Curtis Ellergodt Rothschild Investment LLC | 15,790 | $334,432.5 | $323,142.35 | -$11,290.15 | -3.38% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 72,046 | $1.47M | $1.47M | $3,602.3 | 0.24% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 4,743 | $99,650 | $97,065.49 | -$2,584.51 | -2.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,887 | $354,599.98 | $345,508.02 | -$9,091.96 | -2.56% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 32,391 | $661,100.31 | $663,043.77 | $1,943.46 | 0.29% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 25,417 | $532,153 | $520,285.99 | -$11,867.01 | -2.23% |
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 493,800 | $10.08M | $10.11M | $29,628 | 0.29% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 46,877 | $954,726.97 | $959,103.42 | $4,376.45 | 0.46% |
| JTK Joel T. Koehneman CNO Financial Group Inc. | 1.74M | $36.11M | $35.66M | -$450,262.5 | -1.25% |
Adams Wealth Management Adams Wealth Management | 23,453 | $488,223.93 | $479,731.11 | -$8,492.82 | -1.74% |
PAX Financial Group PAX Financial Group LLC | 14,482 | $301,868.84 | $296,229.31 | -$5,639.53 | -1.87% |
| RR rosemary richard WCG Wealth Advisors LLC | 60,104 | $1.25M | $1.23M | -$19,587.29 | -1.57% |
Jeff Ameen Spire Wealth Management | 153,694 | $3.22M | $3.14M | -$73,251.13 | -2.28% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 817,772 | $16.69M | $16.73M | $40,888.6 | 0.24% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 31,307 | $655,648.03 | $640,541.22 | -$15,106.81 | -2.3% |
| DM Dipen Mehta Invst LLC | 42,974 | $900,681.77 | $879,248.04 | -$21,433.73 | -2.38% |
Joseph Castro Nuveen LLC | 258,500 | $5.43M | $5.29M | -$138,297.5 | -2.55% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,686 | $35,639.66 | $34,503.99 | -$1,135.67 | -3.19% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,999 | $83,202.3 | $81,839.53 | -$1,362.77 | -1.64% |