| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,100 | $55,703.7 | $54,359.03 | -$1,344.67 | -2.41% |
| NA Nizar Araji National Bank Of Canada /FI/ | 960 | $48,182.4 | $47,452.32 | -$730.08 | -1.52% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,402 | $422,310.04 | $415,135.26 | -$7,174.78 | -1.7% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 101,299 | $5.14M | $5M | -$146,356.99 | -2.85% |
Daniel Guy Ethos Financial Group LLC | 87,712 | $4.43M | $4.33M | -$102,076.52 | -2.3% |
Jessica Thayer Unique Wealth LLC | 194,252 | $9.85M | $9.58M | -$265,631.62 | -2.7% |
Jeffrey Hanson Breakwater Capital Group | 43,298 | $2.19M | $2.14M | -$50,178.52 | -2.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,009 | $100,565 | $99,104.17 | -$1,460.83 | -1.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,329 | $470,714.59 | $460,200.5 | -$10,514.09 | -2.23% |
Charles Corkery PUREfi Wealth, LLC | 7,250 | $364,856 | $357,643.22 | -$7,212.78 | -1.98% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,125 | $361,771.37 | $351,476.96 | -$10,294.41 | -2.85% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 247,494 | $12.46M | $12.21M | -$246,240.22 | -1.98% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 253,283 | $12.8M | $12.49M | -$305,319.02 | -2.39% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 80,216 | $4.04M | $3.96M | -$71,829.07 | -1.78% |
Philip Smith SWP FINANCIAL LLC | 116,173 | $5.75M | $5.73M | -$17,390.65 | -0.3% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 8,546 | $433,031.39 | $421,575.03 | -$11,456.36 | -2.65% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 6,632 | $332,919.32 | $327,157.22 | -$5,762.1 | -1.73% |
Stephen Davis Fairvoy Private Wealth LLC | 29,134 | $1.48M | $1.44M | -$38,080.23 | -2.58% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 15,768 | $794,083.65 | $777,837.02 | -$16,246.63 | -2.05% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 232,432 | $11.82M | $11.47M | -$356,980.32 | -3.02% |