| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 30,565 | $691,248.27 | $651,645.8 | -$39,602.47 | -5.73% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 93,520 | $2.03M | $1.98M | -$46,756.4 | -2.31% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 18,627 | $411,528.94 | $398,152.12 | -$13,376.82 | -3.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 144 | $3,203.88 | $3,049.92 | -$153.96 | -4.81% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 25,725 | $613,105.88 | $549,486 | -$63,619.88 | -10.38% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 744,825 | $17.83M | $15.86M | -$1.97M | -11.06% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 314 | $7,216.44 | $6,680.35 | -$536.09 | -7.43% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 472 | $10,350.96 | $10,058.32 | -$292.64 | -2.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 396 | $8,692.2 | $8,387.28 | -$304.92 | -3.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,522 | $289,776.46 | $288,221.43 | -$1,555.03 | -0.54% |
Ana-Maria Ignat Covestor Ltd | 12,604 | $286,524.79 | $268,717.28 | -$17,807.51 | -6.21% |
John Gorlow Cardiff Park Advisors LLC | 18,435 | $521,157.45 | $392,020.27 | -$129,137.18 | -24.78% |
Randy D. Kurtz Upper Left Wealth Management LLC | 149,456 | $3.3M | $3.19M | -$112,714.9 | -3.41% |
| FCI Family CFO Inc Family CFO Inc | 35,835 | $786,578.25 | $762,389.62 | -$24,188.63 | -3.08% |
William Jollie Quent Capital LLC | 102,400 | $2.23M | $2.18M | -$46,858.89 | -2.1% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,542 | $258,735.48 | $245,440.63 | -$13,294.85 | -5.14% |
Edward Lowndes Angeles Wealth Management LLC | 1,180 | $26,585.4 | $25,110.4 | -$1,475 | -5.55% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 14,700 | $322,315.58 | $312,595.5 | -$9,720.08 | -3.02% |
Rachel Faulk Cape Investment Advisory Inc. | 2,025 | $43,888.87 | $43,173 | -$715.87 | -1.63% |
Bert D. Barre Colonial Trust Co. / SC | 1,079 | $25,345.71 | $22,982.7 | -$2,363.01 | -9.32% |