| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 61,850 | $1.56M | $1.49M | -$68,246.29 | -4.38% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,148 | $28,863.1 | $27,655.32 | -$1,207.78 | -4.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 53,921 | $1.33M | $1.29M | -$36,390.53 | -2.74% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 25,969 | $628,029.06 | $626,112.59 | -$1,916.47 | -0.31% |
Austin Private Wealth Austin Private Wealth LLC | 332,887 | $8.15M | $8.01M | -$142,152.82 | -1.74% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,444 | $212,028.84 | $203,035.98 | -$8,992.86 | -4.24% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 57 | $1,451.22 | $1,365.72 | -$85.5 | -5.89% |
Ana-Maria Ignat Covestor Ltd | 132 | $3,288.71 | $3,182.52 | -$106.19 | -3.23% |
Jeremy Baltz Raleigh Capital Management Inc. | 103,338 | $2.52M | $2.48M | -$40,137.01 | -1.59% |
Dalila Toledo Ascent Group LLC | 12,030 | $292,106.95 | $289,080.9 | -$3,026.05 | -1.04% |
| EM Erin Mccann Simplicity Wealth LLC | 58,049 | $1.43M | $1.4M | -$35,420.75 | -2.47% |
Jeffrey Gilbert Balboa Wealth Partners | 10,530 | $254,992.38 | $253,088.55 | -$1,903.83 | -0.75% |
Rachel Faulk Cape Investment Advisory Inc. | 118 | $2,991.11 | $2,846.16 | -$144.95 | -4.85% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 66,761 | $1.69M | $1.61M | -$83,045.33 | -4.91% |
| BP Brett Pohl Kingdom Financial Group LLC | 150 | $3,809.72 | $3,604.5 | -$205.22 | -5.39% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,274 | $79,501.86 | $78,723.33 | -$778.53 | -0.98% |
| JC Jared Calvert Buck Wealth Strategies LLC | 723 | $18,393 | $17,417.07 | -$975.93 | -5.31% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 100,315 | $2.42M | $2.41M | -$9,853.23 | -0.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,296 | $31,719.69 | $31,052.16 | -$667.53 | -2.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 785,292 | $19.36M | $18.94M | -$425,641.8 | -2.2% |