| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 77,604 | $3.63M | $3.59M | -$34,436.75 | -0.95% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,502 | $475,190.7 | $485,944.34 | $10,753.64 | 2.26% |
Loraine Ell Better Money Decisions LLC | 22,883 | $1.06M | $1.06M | -$3,514.85 | -0.33% |
Jeff Ameen Spire Wealth Management | 244 | $11,300.05 | $11,289.88 | -$10.17 | -0.09% |
Matt Hunter Heartland Bank & Trust Co. | 5,516 | $255,445.96 | $255,225.32 | -$220.64 | -0.09% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 18,729 | $868,928.73 | $866,590.83 | -$2,337.9 | -0.27% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,763 | $514,533.84 | $544,274.01 | $29,740.17 | 5.78% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 31,193 | $1.47M | $1.44M | -$30,881.07 | -2.09% |
Thomas Mason Mason & Associates Inc. | 16,325 | $756,547.9 | $756,908.62 | $360.72 | 0.05% |
David Hunter Horizons Wealth Management | 1,299 | $56,558.46 | $60,052.77 | $3,494.31 | 6.18% |
Rachel Faulk Cape Investment Advisory Inc. | 867 | $40,502 | $40,081.41 | -$420.59 | -1.04% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 4,676 | $209,904.68 | $216,592.32 | $6,687.64 | 3.19% |
Lison Couture iA Global Asset Management Inc. | 13,625 | $644,299.6 | $631,110 | -$13,189.6 | -2.05% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,152 | $240,461.83 | $238,892.57 | -$1,569.26 | -0.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,075 | $50,926.11 | $49,842.37 | -$1,083.74 | -2.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 393 | $18,489.74 | $18,221.44 | -$268.3 | -1.45% |
James Rankin Modern Wealth Management, LLC | 28,835 | $1.34M | $1.34M | -$432.95 | -0.03% |
David Vollmer PFS Partners, LLC | 759 | $35,476.87 | $35,191.03 | -$285.84 | -0.81% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 80,019 | $3.67M | $3.72M | $47,296.73 | 1.29% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1 | $46.57 | $46.36 | -$0.21 | -0.45% |