| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 59,136 | $996,650.59 | $976,039.68 | -$20,610.91 | -2.07% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 279,265 | $4.65M | $4.63M | -$19,542.63 | -0.42% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 59,282 | $982,151.3 | $980,820.69 | -$1,330.61 | -0.14% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 53,509 | $888,835.16 | $885,306.4 | -$3,528.76 | -0.4% |
| KK Kent Keister Kaye Capital Management | 346,069 | $5.75M | $5.71M | -$35,003.9 | -0.61% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 60,526 | $998,807.75 | $1M | $4,410.7 | 0.44% |
Red Spruce Capital Red Spruce Capital LLC | 203,038 | $3.38M | $3.35M | -$31,150.64 | -0.92% |
Donna Rittershausen Koss-Olinger Consulting LLC | 10,529 | $176,660.42 | $174,518.17 | -$2,142.25 | -1.21% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,431 | $556,459 | $551,778.65 | -$4,680.35 | -0.84% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,487 | $329,657.06 | $321,632.93 | -$8,024.13 | -2.43% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 45,559 | $766,369.52 | $751,951.29 | -$14,418.23 | -1.88% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 98 | $1,631.21 | $1,622.88 | -$8.33 | -0.51% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,913 | $64,134.07 | $64,584.06 | $449.99 | 0.7% |
Matthew B. Boersen Straight Path Wealth Management | 272,762 | $4.59M | $4.5M | -$83,438.04 | -1.82% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 30,508 | $501,248.16 | $503,534.54 | $2,286.38 | 0.46% |
Samantha Pierangeli City State Bank | 1,177 | $19,679.44 | $19,426.38 | -$253.06 | -1.29% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 94,798 | $1.58M | $1.57M | -$10,126.32 | -0.64% |
W. Travis McKinney HB Wealth Management LLC | 21,030 | $354,534.1 | $347,100.15 | -$7,433.95 | -2.1% |
Nathan Geraci ETF Store Inc. | 11,290 | $187,922.05 | $186,341.45 | -$1,580.6 | -0.84% |
| LWL Leo Wealth LLC Leo Wealth LLC | 119,184 | $2.02M | $1.97M | -$49,114.29 | -2.44% |