| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 136,786 | $6.72M | $6.58M | -$135,015.64 | -2.01% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 43,037 | $2.13M | $2.07M | -$55,964.09 | -2.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 20,931 | $1.04M | $1.01M | -$32,625.78 | -3.14% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 193 | $9,482.09 | $9,281.37 | -$200.72 | -2.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,405 | $313,859.1 | $307,888.35 | -$5,970.75 | -1.9% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 105,970 | $5.15M | $5.1M | -$57,186.35 | -1.11% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 10,787 | $536,889.39 | $519,933.4 | -$16,955.99 | -3.16% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1 | $49 | $48.22 | -$0.78 | -1.59% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 1 | $49.13 | $48.22 | -$0.91 | -1.85% |