| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 16,690 | $837,331.49 | $841,342.9 | $4,011.41 | 0.48% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 94,092 | $4.76M | $4.74M | -$19,265.96 | -0.4% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 7 | $355 | $352.97 | -$2.03 | -0.57% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 11,846 | $595,535.27 | $597,334.55 | $1,799.28 | 0.3% |
| CS Craig Sneed Steel Grove Capital Advisors LLC | 142,452 | $7.19M | $7.18M | -$19,613.93 | -0.27% |
| TW Todd Wulfson Rock Point Advisors LLC | 11,875 | $599,272.19 | $598,143.75 | -$1,128.44 | -0.19% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,099 | $207,163.46 | $206,651.08 | -$512.38 | -0.25% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,444 | $833,547.83 | $828,859.82 | -$4,688.01 | -0.56% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 13,418 | $676,505.04 | $676,602.65 | $97.61 | 0.01% |
Matthew Liebman Amplius Wealth Advisors LLC | 816,573 | $41.09M | $41.18M | $87,453.24 | 0.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,414 | $374,745.41 | $373,443.18 | -$1,302.23 | -0.35% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,673 | $235,365.73 | $235,542.56 | $176.83 | 0.08% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 69,594 | $3.52M | $3.51M | -$7,931.37 | -0.23% |
Timothy Carne SFG Wealth Management LLC | 8,306 | $421,112.44 | $418,705.46 | -$2,406.98 | -0.57% |
Russell Mohberg Regatta Capital Group LLC | 21,702 | $1.1M | $1.09M | -$3,146.33 | -0.29% |
Daniel Guy Ethos Financial Group LLC | 73,747 | $3.73M | $3.72M | -$9,218.53 | -0.25% |
Scott Register Register Financial Advisors LLC | 8,100 | $409,374 | $408,361.5 | -$1,012.5 | -0.25% |
| CWL Channel Wealth LLC Channel Wealth LLC | 22,210 | $1.12M | $1.12M | $233.66 | 0.02% |
John M Roach Waterway Wealth Management, LLC | 18,094 | $914,470.76 | $912,118.54 | -$2,352.22 | -0.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,036 | $608,402.28 | $606,253.32 | -$2,148.96 | -0.35% |