| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 30,565 | $691,248.27 | $663,871.8 | -$27,376.47 | -3.96% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 93,520 | $2.03M | $2.06M | $28,994.8 | 1.43% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 24,658 | $540,554.33 | $535,571.76 | -$4,982.57 | -0.92% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 144 | $3,203.88 | $3,143.52 | -$60.36 | -1.88% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 25,725 | $613,105.88 | $560,290.5 | -$52,815.38 | -8.61% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 744,825 | $17.83M | $16.18M | -$1.65M | -9.26% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 314 | $7,216.44 | $6,820.08 | -$396.36 | -5.49% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 472 | $10,350.96 | $10,280.16 | -$70.8 | -0.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 396 | $8,692.2 | $8,601.12 | -$91.08 | -1.05% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,896 | $297,791.28 | $301,821.12 | $4,029.84 | 1.35% |
Ana-Maria Ignat Covestor Ltd | 12,604 | $286,524.79 | $277,161.96 | -$9,362.83 | -3.27% |
John Gorlow Cardiff Park Advisors LLC | 18,435 | $521,157.45 | $401,514.3 | -$119,643.15 | -22.96% |
Randy D. Kurtz Upper Left Wealth Management LLC | 306,718 | $6.79M | $6.66M | -$128,123.77 | -1.89% |
| FCI Family CFO Inc Family CFO Inc | 35,835 | $786,578.25 | $778,336.2 | -$8,242.05 | -1.05% |
William Jollie Quent Capital LLC | 102,400 | $2.23M | $2.25M | $21,749.11 | 0.98% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 17,240 | $389,789.48 | $374,452.8 | -$15,336.68 | -3.93% |
Edward Lowndes Angeles Wealth Management LLC | 1,180 | $26,585.4 | $25,629.6 | -$955.8 | -3.6% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 14,700 | $322,315.58 | $319,284 | -$3,031.58 | -0.94% |
Rachel Faulk Cape Investment Advisory Inc. | 1,998 | $43,317 | $43,396.56 | $79.56 | 0.18% |
Bert D. Barre Colonial Trust Co. / SC | 1,079 | $25,345.71 | $23,511.41 | -$1,834.3 | -7.24% |