| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 24,198 | $592,961.94 | $596,722.68 | $3,760.74 | 0.63% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,000 | $100,680 | $98,640 | -$2,040 | -2.03% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 318,150 | $8.01M | $7.87M | -$139,993.51 | -1.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 62,570 | $1.56M | $1.55M | -$10,789.37 | -0.69% |
| NA Nizar Araji National Bank Of Canada /FI/ | 24,000 | $582,420 | $593,400 | $10,980 | 1.89% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 5.22M | $128.61M | $128.7M | $89,146.67 | 0.07% |
| DH Doug Hutchinson Wrapmanager Inc | 10,574 | $266,147.58 | $261,495.02 | -$4,652.56 | -1.75% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 264,522 | $6.55M | $6.54M | -$4,522.83 | -0.07% |
Asio Capital Asio Capital LLC | 363,936 | $8.9M | $8.97M | $74,819.24 | 0.84% |
| RR rosemary richard WCG Wealth Advisors LLC | 26,567 | $661,375.89 | $657,001.91 | -$4,373.98 | -0.66% |
Jeff Ameen Spire Wealth Management | 32,389 | $805,670.51 | $798,712.74 | -$6,957.77 | -0.86% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 43,649 | $1.1M | $1.08M | -$22,260.66 | -2.03% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 41,423 | $1M | $1.02M | $18,774.17 | 1.87% |
Dominic Corabi Wedmont Private Capital | 16,354 | $405,415.66 | $403,289.64 | -$2,126.02 | -0.52% |
Steve Wachs Legacy CG LLC | 646,293 | $15.87M | $15.94M | $69,285.84 | 0.44% |
Kristie R. Furseth Bowman & Co S.C. | 56,819 | $1.39M | $1.4M | $8,769.51 | 0.63% |
Amir Ali Monsefi Aire Advisors LLC | 16,490 | $409,300.48 | $407,797.7 | -$1,502.78 | -0.37% |
| CF Cheryl Fluker Members Advisory Group LLC | 24,039 | $593,178.73 | $592,801.74 | -$376.99 | -0.06% |
Timothy Carne SFG Wealth Management LLC | 53,674 | $1.33M | $1.32M | -$6,816.74 | -0.51% |
William Jollie Quent Capital LLC | 242 | $6,091.14 | $5,984.66 | -$106.48 | -1.75% |