| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 457,141 | $13.24M | $12.41M | -$832,001.83 | -6.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 470,460 | $12.54M | $12.77M | $235,307.06 | 1.88% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 279 | $8,083 | $7,636.23 | -$446.77 | -5.53% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,734 | $72,012.62 | $74,802.24 | $2,789.62 | 3.87% |
| SW Steve Wilkes Hutchinson Capital MANAGEMENT/CA | 30,471 | $802,353.36 | $827,287.65 | $24,934.29 | 3.11% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 21,958 | $604,967.51 | $600,770.88 | -$4,196.63 | -0.69% |
Austin Private Wealth Austin Private Wealth LLC | 19,009 | $503,784.22 | $521,416.87 | $17,632.65 | 3.5% |
Jeff Ameen Spire Wealth Management | 174,100 | $4.51M | $4.76M | $253,898.3 | 5.63% |
Drew Waldron Canvas Wealth Advisors LLC | 35,505 | $1.01M | $977,985.22 | -$31,854.64 | -3.15% |
Carrie Delgott Wescott Financial Advisory Group LLC | 898,892 | $21.99M | $24.76M | $2.77M | 12.59% |
Dipen Mehta Invst LLC | 13,582 | $368,658.66 | $371,875.16 | $3,216.5 | 0.87% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2.17M | $58.54M | $59.34M | $799,961.31 | 1.37% |
Bethany Wagner Level Financial Advisors | 660,036 | $17.33M | $18.02M | $685,133.14 | 3.95% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 455,858 | $12.02M | $12.49M | $469,920.32 | 3.91% |
Spencer Rand Five Oceans Advisors | 16,648 | $437,034.5 | $458,485.92 | $21,451.42 | 4.91% |
S. Hardy Taylor Heritage Investment Group Inc. | 40,973 | $1.06M | $1.13M | $66,134.13 | 6.23% |
Bobby Adusumilli SJS Investment Consulting Inc. | 378,778 | $9.86M | $10.36M | $506,473.53 | 5.14% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 6,611 | $180,485.85 | $180,943.07 | $457.22 | 0.25% |
Marc Dacanay Geometric Wealth Advisors | 465,667 | $12.02M | $12.71M | $693,625.46 | 5.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 265 | $7,048.26 | $7,194.75 | $146.49 | 2.08% |