| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 25,313 | $530,303.5 | $525,371.31 | -$4,932.19 | -0.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2.77M | $58.33M | $57.58M | -$750,377.95 | -1.29% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 38,293 | $809,682.48 | $794,771.21 | -$14,911.27 | -1.84% |
Jeff Ameen Spire Wealth Management | 124,134 | $2.62M | $2.57M | -$46,898.84 | -1.79% |
Kyle P. Smith NewEdge Wealth LLC | 105,114 | $2.21M | $2.18M | -$28,668.48 | -1.3% |
Ben Rothwell Keystone Financial Services | 9,985 | $209,285.6 | $207,238.67 | -$2,046.93 | -0.98% |
| SL Shad Lamm Keystone Wealth Services LLC | 44,172 | $928,946.57 | $916,789.86 | -$12,156.71 | -1.31% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 102,534 | $2.14M | $2.12M | -$21,224.61 | -0.99% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,251 | $216,048.4 | $212,862.01 | -$3,186.39 | -1.47% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 2.23M | $47.04M | $46.34M | -$705,240.84 | -1.5% |
| TM Tracy Murray EdgeRock Capital LLC | 11,216 | $238,115.68 | $232,788.08 | -$5,327.6 | -2.24% |
Jeremy Baltz Raleigh Capital Management Inc. | 7,813 | $162,679.81 | $161,885.36 | -$794.45 | -0.49% |
Dalila Toledo Ascent Group LLC | 10,166 | $216,565.06 | $210,690.35 | -$5,874.71 | -2.71% |
| EM Erin Mccann Simplicity Wealth LLC | 15,532 | $327,013.24 | $321,823.04 | -$5,190.2 | -1.59% |
Daniel Bennett APS Management Group Inc. | 553,470 | $11.72M | $11.49M | -$229,611.88 | -1.96% |
| DW Darren Woolson Asset Allocation Strategies LLC | 48,645 | $1.03M | $1.01M | -$18,077.04 | -1.76% |
| TG Timothy Gerlach Novem Group | 32,259 | $679,344.02 | $668,567.77 | -$10,776.25 | -1.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,928 | $334,328.72 | $330,107.8 | -$4,220.92 | -1.26% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1.2M | $25M | $24.97M | -$32,925.58 | -0.13% |
Loni Adams Daymark Wealth Partners LLC | 41,569 | $882,508.88 | $861,725.37 | -$20,783.51 | -2.36% |