| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 15,226 | $314,265 | $318,604.05 | $4,339.05 | 1.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 30,213 | $620,986.59 | $631,904.89 | $10,918.3 | 1.76% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 12,418 | $265,270.06 | $259,784.56 | -$5,485.5 | -2.07% |
Austin Private Wealth Austin Private Wealth LLC | 205,949 | $4.28M | $4.31M | $30,135.18 | 0.7% |
Jeff Ameen Spire Wealth Management | 289 | $6,173.04 | $6,037.21 | -$135.83 | -2.2% |
Kurt Van Dyken Lifeworks Advisors LLC | 21,121 | $449,286.77 | $442,062.53 | -$7,224.24 | -1.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,404 | $28,978.56 | $29,392.74 | $414.18 | 1.43% |
Matt Shibata Morling Financial Advisors LLC | 1 | $21.36 | $20.94 | -$0.42 | -1.97% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 620 | $12,108.6 | $12,905.3 | $796.7 | 6.58% |
Ana-Maria Ignat Covestor Ltd | 74 | $1,555.1 | $1,545.49 | -$9.61 | -0.62% |
John Gorlow Cardiff Park Advisors LLC | 14,213 | $300,185.16 | $297,549.15 | -$2,636.01 | -0.88% |
Kelly Kaczmarczyk Dravo Bay LLC | 19,748 | $406,128.92 | $413,424.38 | $7,295.46 | 1.8% |
| SP Samantha Pierangeli City State Bank | 215,546 | $4.44M | $4.49M | $48,846.86 | 1.1% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 35,106 | $743,314.74 | $730,731.39 | -$12,583.35 | -1.69% |
| RF Ryan Fink Treasure Coast Financial Planning | 51,677 | $1.08M | $1.08M | $471.27 | 0.04% |
| FCI Family CFO Inc Family CFO Inc | 38,046 | $785,269.44 | $794,780.94 | $9,511.5 | 1.21% |
Jeremy Baltz Raleigh Capital Management Inc. | 60,239 | $1.24M | $1.26M | $22,639.76 | 1.83% |
| EM Erin Mccann Simplicity Wealth LLC | 35,980 | $764,108.94 | $751,442.3 | -$12,666.64 | -1.66% |
Michael Byun SageView Advisory Group LLC | 49 | $1,048 | $1,023.12 | -$24.88 | -2.37% |
Jeffrey Gilbert Balboa Wealth Partners | 11,259 | $231,335.83 | $235,200.51 | $3,864.68 | 1.67% |