| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 752 | $17,940.02 | $17,611.84 | -$328.18 | -1.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 68 | $1,593.84 | $1,592.22 | -$1.62 | -0.1% |
Austin Private Wealth Austin Private Wealth LLC | 23,045 | $542,062.57 | $539,598.67 | -$2,463.9 | -0.45% |
| YA Yinka Akinsola Blue Trust Inc. | 835 | $19,530.81 | $19,539 | $8.19 | 0.04% |
Jeff Ameen Spire Wealth Management | 2,580 | $61,094.4 | $60,346.2 | -$748.2 | -1.22% |
Matt Hunter Heartland Bank & Trust Co. | 30,711 | $723,480.52 | $718,637.4 | -$4,843.12 | -0.67% |
| NW Nancy Williamson Helen Stephens Group LLC | 21,543 | $512,309.25 | $504,106.2 | -$8,203.05 | -1.6% |
Matthew B. Boersen Straight Path Wealth Management | 128,120 | $3.04M | $3M | -$42,255.42 | -1.39% |
Michael Byun SageView Advisory Group LLC | 2,532 | $59,946 | $59,299.44 | -$646.56 | -1.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5,714 | $135,213.52 | $133,764.17 | -$1,449.35 | -1.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,937 | $115,732.32 | $115,723.28 | -$9.04 | -0.01% |
Christian J. Cyr Cyr Financial Inc. | 9,923 | $235,935.3 | $232,396.66 | -$3,538.64 | -1.5% |
Nicholas Jeffries M3 Advisory Group, LLC | 11,138 | $263,969.72 | $260,907.65 | -$3,062.07 | -1.16% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 849,341 | $20.11M | $19.94M | -$174,684.52 | -0.87% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 212,662 | $4.98M | $4.98M | $3,231.56 | 0.06% |
Lionel Daguzan Wormser Freres Gestion | 5,721 | $133,796 | $133,985.82 | $189.82 | 0.14% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 18,792 | $448,377 | $441,142.2 | -$7,234.8 | -1.61% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 106,936 | $2.52M | $2.5M | -$16,941.46 | -0.67% |
| AA Alvin Anton Summit Investment Advisors Inc. | 100,648 | $2.34M | $2.36M | $17,149.96 | 0.73% |
Matthew Chester Tableaux LLC | 13,211 | $313,636.37 | $309,401.62 | -$4,234.75 | -1.35% |