| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,943 | $774,682.62 | $731,673.37 | -$43,009.25 | -5.55% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,979 | $401,760 | $384,291.29 | -$17,468.71 | -4.35% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 540 | $21,740.4 | $20,776.5 | -$963.9 | -4.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,171 | $89,416.06 | $83,605.21 | -$5,810.85 | -6.5% |
| NA Nizar Araji National Bank Of Canada /FI/ | 4,974 | $224,777.36 | $192,120.75 | -$32,656.61 | -14.53% |
Jeff Ameen Spire Wealth Management | 6,169 | $250,684.23 | $238,277.62 | -$12,406.61 | -4.95% |
Larry Herold Herold Advisors Inc. | 10,903 | $444,646.31 | $420,092.59 | -$24,553.72 | -5.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,330 | $94,381.11 | $89,728.3 | -$4,652.81 | -4.93% |
Robert Glass AlphaCentric Advisors LLC | 8,201 | $332,536.69 | $316,148.55 | -$16,388.14 | -4.93% |
Edward Lowndes Angeles Wealth Management LLC | 475 | $19,028.5 | $18,285.12 | -$743.38 | -3.91% |
Kevin Zemann WealthPlan Investment Management LLC | 14,719 | $594,466.98 | $566,828.69 | -$27,638.29 | -4.65% |
Nicholas Brown Granite Harbor Advisors Inc. | 54,004 | $2.18M | $2.08M | -$96,397.39 | -4.42% |
Scott Boyce Decker Retirement Planning Inc. | 1,231 | $50,077 | $47,411.96 | -$2,665.04 | -5.32% |
Shawn Scholz Impact Partnership Wealth, LLC | 73,594 | $3M | $2.83M | -$160,744.39 | -5.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 142 | $5,716.95 | $5,468.42 | -$248.53 | -4.35% |
Jesse Steele Etesian Wealth Advisors, Inc. | 29,154 | $1.19M | $1.13M | -$61,203.21 | -5.15% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 349,826 | $14.17M | $13.52M | -$648,227.5 | -4.57% |
Joseph C. Gissy Tactive Advisors, LLC | 10,804 | $437,902.8 | $416,278.12 | -$21,624.68 | -4.94% |
David W. Lewis Lewis Asset Management, LLC | 5,398 | $216,821.88 | $208,092.9 | -$8,728.98 | -4.03% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 19,086 | $768,393 | $737,578.47 | -$30,814.53 | -4.01% |