| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 675,275 | $28.41M | $28.38M | -$34,300.47 | -0.12% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 238 | $10,129.28 | $10,001.95 | -$127.33 | -1.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 486,481 | $20.63M | $20.44M | -$194,178.39 | -0.94% |
Landaas & Company Landaas & Co | 26,871 | $1.14M | $1.13M | -$8,097.55 | -0.71% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 126,183 | $5.36M | $5.3M | -$53,787.19 | -1% |
Austin Private Wealth Austin Private Wealth LLC | 60,127 | $2.55M | $2.53M | -$19,732.78 | -0.77% |
| YA Yinka Akinsola Blue Trust Inc. | 2,572 | $108,589.84 | $108,062.58 | -$527.26 | -0.49% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 301,990 | $12.73M | $12.69M | -$42,890.6 | -0.34% |
Jessica Clark Caerus Investment Advisors LLC | 4,885 | $206,244.7 | $205,243.27 | -$1,001.43 | -0.49% |
Chris Williams Applied Capital LLC | 131,127 | $5.51M | $5.51M | -$1,452.28 | -0.03% |
Ben Rothwell Keystone Financial Services | 5,351 | $227,715.78 | $224,822.26 | -$2,893.52 | -1.27% |
Alexandria Fry Dentgroup LLC | 18,162 | $776,132.92 | $763,076.43 | -$13,056.49 | -1.68% |
| DM Dipen Mehta Invst LLC | 44,139 | $1.86M | $1.85M | -$6,914.14 | -0.37% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 757,924 | $32.05M | $31.84M | -$206,304.8 | -0.64% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 309,411 | $12.88M | $12.97M | $95,005.81 | 0.74% |
| SR Spencer Rand Five Oceans Advisors | 16,334 | $690,138.16 | $684,884.62 | -$5,253.54 | -0.76% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 190,132 | $7.85M | $7.99M | $135,148.29 | 1.72% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 129,193 | $5.45M | $5.42M | -$36,438.11 | -0.67% |
Larry Herold Herold Advisors Inc. | 173,993 | $7.31M | $7.31M | -$2,415.07 | -0.03% |
Bobby Adusumilli SJS Investment Consulting Inc. | 192,203 | $8.16M | $8.08M | -$71,986.42 | -0.88% |