| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,666 | $705,743.51 | $704,262.9 | -$1,480.61 | -0.21% |
| CE Curtis Ellergodt Rothschild Investment LLC | 625 | $65,475 | $66,031.25 | $556.25 | 0.85% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 151,117 | $15.86M | $15.97M | $101,004.13 | 0.64% |
| TCL Therese C.D. Linden Bank of New Hampshire | 88,885 | $9.68M | $9.4M | -$281,744.78 | -2.91% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 123,321 | $13.3M | $13.03M | -$265,360.5 | -2% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,780 | $298,351.51 | $293,915.5 | -$4,436.01 | -1.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 328 | $34,880.58 | $34,661.4 | -$219.18 | -0.63% |
Candace Cavalier Congress Wealth Management LLC / DE / | 47,822 | $4.96M | $5.06M | $91,132.82 | 1.84% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 47,556 | $5.02M | $5.02M | $3,273.67 | 0.07% |
Dalila Toledo Ascent Group LLC | 6,945 | $729,362.88 | $733,148.92 | $3,786.04 | 0.52% |
Michael Byun SageView Advisory Group LLC | 2,761 | $295,704 | $291,464.96 | -$4,239.04 | -1.43% |
Dan Mohr Retireful LLC | 6,066 | $651,185.1 | $640,387.62 | -$10,797.48 | -1.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,390 | $461,693.36 | $463,474.25 | $1,780.89 | 0.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 314 | $33,736 | $33,172.53 | -$563.47 | -1.67% |
John DeMarco Trajan Wealth LLC | 21,549 | $2.24M | $2.28M | $35,016.92 | 1.56% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 9,705 | $1.02M | $1.02M | $6,959.86 | 0.68% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,873 | $304,532.65 | $303,345.7 | -$1,186.95 | -0.39% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 4,000 | $419,040 | $422,500 | $3,460 | 0.83% |
Jill Batley Gateway Wealth Partners LLC | 5,650 | $602,740 | $596,781.25 | -$5,958.75 | -0.99% |
Scott Kapusta First County Bank /CT/ | 12,349 | $1.31M | $1.3M | -$8,081.88 | -0.62% |