| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,411 | $494,791.22 | $484,840.27 | -$9,950.95 | -2.01% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 995,963 | $47.22M | $46.55M | -$667,290.43 | -1.41% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 1,153 | $54,663.73 | $53,672.15 | -$991.58 | -1.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 38,132 | $1.82M | $1.78M | -$47,669.87 | -2.61% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 10,427 | $486,996.26 | $486,315.28 | -$680.98 | -0.14% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 208,970 | $10.18M | $9.75M | -$431,088.95 | -4.23% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 6,775 | $310,964.98 | $316,189.25 | $5,224.27 | 1.68% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 5,917 | $281,144.85 | $275,968.88 | -$5,175.97 | -1.84% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 111,410 | $5.29M | $5.2M | -$87,638.35 | -1.66% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 5,660 | $266,773.3 | $264,039 | -$2,734.3 | -1.02% |
Austin Private Wealth Austin Private Wealth LLC | 12,136 | $573,725.61 | $566,144.4 | -$7,581.21 | -1.32% |
| YA Yinka Akinsola Blue Trust Inc. | 8,692 | $420,432.15 | $405,481.8 | -$14,950.35 | -3.56% |
Loraine Ell Better Money Decisions LLC | 44,950 | $2.24M | $2.1M | -$139,766.73 | -6.25% |
Carrie Delgott Wescott Financial Advisory Group LLC | 36,902 | $1.76M | $1.72M | -$43,229.85 | -2.45% |
Ben Rothwell Keystone Financial Services | 9,547 | $452,623.27 | $444,603.79 | -$8,019.48 | -1.77% |
Matt Hunter Heartland Bank & Trust Co. | 26,563 | $1.27M | $1.24M | -$29,623.63 | -2.34% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,208 | $341,731.28 | $335,676.56 | -$6,054.72 | -1.77% |
Kevin B. Crawford JB Capital LLC | 14,104 | $668,090.56 | $657,951.6 | -$10,138.96 | -1.52% |
Adam J. Peck Riverwater Partners LLC | 65,304 | $3.1M | $3.05M | -$57,016.58 | -1.84% |
| AB Andrew Blass Atlantic Private Wealth LLC | 93,072 | $4.73M | $4.33M | -$396,065.9 | -8.38% |