| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1.45M | $60.1M | $59.01M | -$1.09M | -1.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 291 | $14,250.72 | $11,877.16 | -$2,373.56 | -16.66% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 488,803 | $20.23M | $19.94M | -$290,406.21 | -1.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 86,015 | $3.56M | $3.51M | -$47,249.37 | -1.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 92,046 | $3.74M | $3.75M | $4,854.17 | 0.13% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,893 | $202,174 | $199,414.21 | -$2,759.79 | -1.37% |
David Kennon David Kennon Inc | 94,023 | $3.87M | $3.83M | -$41,105.44 | -1.06% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 13,168 | $543,767.89 | $536,661.84 | -$7,106.05 | -1.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.02M | $41.64M | $41.61M | -$35,166.77 | -0.08% |
Chandler te Velde Maia Wealth LLC | 17,557 | $734,134.86 | $716,286.97 | -$17,847.89 | -2.43% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 108,557 | $4.48M | $4.44M | -$44,145.51 | -0.98% |