| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 132,524 | $3.11M | $3.06M | -$50,350.12 | -1.62% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 68 | $1,593.84 | $1,572.16 | -$21.68 | -1.36% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 1,925 | $45,680 | $44,525.25 | -$1,154.75 | -2.53% |
| NA Nizar Araji National Bank Of Canada /FI/ | 418 | $9,810.46 | $9,676.7 | -$133.76 | -1.36% |
| DH Doug Hutchinson Wrapmanager Inc | 31,220 | $724,893.88 | $723,055.2 | -$1,838.68 | -0.25% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,613 | $202,663.89 | $199,390.95 | -$3,272.94 | -1.61% |
Austin Private Wealth Austin Private Wealth LLC | 23,045 | $542,062.57 | $533,261.3 | -$8,801.27 | -1.62% |
| YA Yinka Akinsola Blue Trust Inc. | 848 | $19,836.7 | $19,605.76 | -$230.94 | -1.16% |
Jeff Ameen Spire Wealth Management | 1,898 | $44,944.64 | $43,938.7 | -$1,005.94 | -2.24% |
Matt Hunter Heartland Bank & Trust Co. | 35,146 | $827,836.07 | $813,805.63 | -$14,030.44 | -1.69% |
Nancy Williamson Helen Stephens Group LLC | 38,846 | $918,876.44 | $899,603.44 | -$19,273 | -2.1% |
Matthew B. Boersen Straight Path Wealth Management | 136,499 | $3.24M | $3.16M | -$76,923.44 | -2.38% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 21,786 | $512,624.58 | $505,108.41 | -$7,516.17 | -1.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5,714 | $135,213.52 | $132,279.1 | -$2,934.42 | -2.17% |
Annmarie Young KPP Advisory Services LLC | 9,525 | $223,838 | $220,218 | -$3,620 | -1.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,374 | $102,369.48 | $101,126.88 | -$1,242.6 | -1.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,350 | $501,725 | $494,252.5 | -$7,472.5 | -1.49% |
Christian J. Cyr Cyr Financial Inc. | 10,393 | $246,980.41 | $240,590.67 | -$6,389.74 | -2.59% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 744,080 | $17.62M | $17.23M | -$394,362.62 | -2.24% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 215,473 | $5.04M | $4.99M | -$55,171.02 | -1.09% |