| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,740 | $445,696.9 | $425,772.8 | -$19,924.1 | -4.47% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3 | $69 | $68.19 | -$0.81 | -1.17% |
| RB Robert Braglia AMERICAN FINANCIAL & TAX STRATEGIES Inc. | 119,785 | $2.91M | $2.72M | -$186,074.32 | -6.4% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 64,870 | $1.55M | $1.47M | -$74,817.47 | -4.83% |
| YA Yinka Akinsola Blue Trust Inc. | 175 | $4,011 | $3,977.75 | -$33.25 | -0.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 693 | $16,914.64 | $15,751.89 | -$1,162.75 | -6.87% |
Amir Ali Monsefi Aire Advisors LLC | 272,527 | $6.55M | $6.21M | -$346,689.61 | -5.29% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 40,741 | $1.01M | $927,261.09 | -$85,889.64 | -8.48% |
| EM Erin Mccann Simplicity Wealth LLC | 30,618 | $701,764.56 | $695,181.69 | -$6,582.87 | -0.94% |
Penny Paul Andina Capital Management LLC | 19,023 | $456,932.51 | $431,822.1 | -$25,110.41 | -5.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 46,234 | $1.12M | $1.05M | -$69,736.56 | -6.23% |
Kevin Zemann WealthPlan Investment Management LLC | 75,613 | $1.83M | $1.72M | -$110,348.25 | -6.03% |
Rachel Faulk Cape Investment Advisory Inc. | 1,603 | $36,741.02 | $36,420.16 | -$320.86 | -0.87% |
Drew Phillips Fortitude Family Office LLC | 34,437 | $806,514.58 | $782,408.64 | -$24,105.94 | -2.99% |
Victoria Latham Fiduciary Alliance LLC | 57,241 | $1.38M | $1.3M | -$80,244.18 | -5.81% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 73,106 | $1.77M | $1.66M | -$109,038.29 | -6.15% |
Neil Christ Oak Hill Wealth Advisors LLC | 45,463 | $1.1M | $1.03M | -$61,556.54 | -5.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 93,846 | $2.25M | $2.13M | -$115,066.15 | -5.12% |
Daniel Dorval DORVAL Corp | 346,058 | $8.42M | $7.86M | -$558,065.71 | -6.63% |
Joseph C. Gissy Tactive Advisors, LLC | 20,775 | $487,581.71 | $472,319.62 | -$15,262.09 | -3.13% |