| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,943 | $774,682.62 | $758,572.4 | -$16,110.22 | -2.08% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,979 | $401,760 | $400,058.11 | -$1,701.89 | -0.42% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 540 | $21,753.9 | $21,616.2 | -$137.7 | -0.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,171 | $89,416.84 | $86,948.55 | -$2,468.29 | -2.76% |
| NA Nizar Araji National Bank Of Canada /FI/ | 8,801 | $377,249.39 | $352,832.09 | -$24,417.3 | -6.47% |
Jeff Ameen Spire Wealth Management | 6,169 | $250,705.38 | $247,037.59 | -$3,667.79 | -1.46% |
Larry Herold Herold Advisors Inc. | 16,358 | $665,246.51 | $655,056.08 | -$10,190.43 | -1.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,077 | $84,310.25 | $83,173.46 | -$1,136.79 | -1.35% |
Robert Glass AlphaCentric Advisors LLC | 8,201 | $332,544.27 | $328,409.03 | -$4,135.24 | -1.24% |
Edward Lowndes Angeles Wealth Management LLC | 475 | $19,028.5 | $19,021.37 | -$7.13 | -0.04% |
Kevin Zemann WealthPlan Investment Management LLC | 14,503 | $586,171.28 | $580,772.61 | -$5,398.67 | -0.92% |
Nicholas Brown Granite Harbor Advisors Inc. | 54,004 | $2.18M | $2.16M | -$18,091.7 | -0.83% |
Scott Boyce Decker Retirement Planning Inc. | 1,231 | $50,077 | $49,295.39 | -$781.61 | -1.56% |
Shawn Scholz Impact Partnership Wealth, LLC | 73,594 | $3M | $2.95M | -$48,145.72 | -1.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 342 | $13,721.05 | $13,695.39 | -$25.66 | -0.19% |
Jesse Steele Etesian Wealth Advisors, Inc. | 29,154 | $1.19M | $1.17M | -$20,241.9 | -1.7% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 349,826 | $14.17M | $14.01M | -$161,970.06 | -1.14% |
Joseph C. Gissy Tactive Advisors, LLC | 8,569 | $351,075.82 | $343,145.59 | -$7,930.23 | -2.26% |
David W. Lewis Lewis Asset Management, LLC | 5,036 | $202,759 | $201,666.61 | -$1,092.39 | -0.54% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 19,086 | $768,393 | $764,298.83 | -$4,094.17 | -0.53% |