| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 61,850 | $1.56M | $1.54M | -$20,003.29 | -1.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 53,921 | $1.33M | $1.35M | $16,721.65 | 1.26% |
Austin Private Wealth Austin Private Wealth LLC | 332,887 | $8.15M | $8.29M | $134,143.39 | 1.65% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,444 | $212,028.84 | $210,973.34 | -$1,055.5 | -0.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 57 | $1,451.22 | $1,418.73 | -$32.49 | -2.24% |
Ana-Maria Ignat Covestor Ltd | 132 | $3,288.71 | $3,307.26 | $18.55 | 0.56% |
Jeremy Baltz Raleigh Capital Management Inc. | 103,338 | $2.52M | $2.57M | $48,216.98 | 1.91% |
Dalila Toledo Ascent Group LLC | 11,949 | $290,043.88 | $297,410.61 | $7,366.73 | 2.54% |
| EM Erin Mccann Simplicity Wealth LLC | 58,049 | $1.43M | $1.44M | $9,857.47 | 0.69% |
Jeffrey Gilbert Balboa Wealth Partners | 10,530 | $254,992.38 | $263,829.15 | $8,836.77 | 3.47% |
Rachel Faulk Cape Investment Advisory Inc. | 111 | $2,824 | $2,762.79 | -$61.21 | -2.17% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 66,761 | $1.69M | $1.66M | -$30,304.14 | -1.79% |
| BP Brett Pohl Kingdom Financial Group LLC | 150 | $3,809.72 | $3,758.25 | -$51.47 | -1.35% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,274 | $79,501.86 | $82,030.07 | $2,528.21 | 3.18% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 100,315 | $2.42M | $2.5M | $74,912.95 | 3.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,123 | $27,590.12 | $27,951.47 | $361.35 | 1.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 785,292 | $19.36M | $19.55M | $182,959.5 | 0.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,122 | $537,195.22 | $525,726.58 | -$11,468.64 | -2.13% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 42,084 | $1.07M | $1.05M | -$23,146.24 | -2.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 115 | $2,911.78 | $2,862.35 | -$49.43 | -1.7% |