| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 515,401 | $12.06M | $12M | -$59,263.75 | -0.49% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 67 | $1,574.27 | $1,559.42 | -$14.85 | -0.94% |
| DH Doug Hutchinson Wrapmanager Inc | 31,383 | $726,821.39 | $730,439.32 | $3,617.93 | 0.5% |
Austin Private Wealth Austin Private Wealth LLC | 10,326 | $241,531.29 | $240,492.54 | -$1,038.75 | -0.43% |
| YA Yinka Akinsola Blue Trust Inc. | 835 | $19,585.44 | $19,447.15 | -$138.29 | -0.71% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 144,942 | $3.37M | $3.37M | -$1,211.98 | -0.04% |
Matt Hunter Heartland Bank & Trust Co. | 30,962 | $721,393.46 | $721,724.22 | $330.76 | 0.05% |
Sima Elimelech Activest Wealth Management | 6,510 | $151,552.8 | $151,617.9 | $65.1 | 0.04% |
Nancy Williamson Helen Stephens Group LLC | 33,329 | $786,318.51 | $776,232.41 | -$10,086.1 | -1.28% |
Matthew B. Boersen Straight Path Wealth Management | 128,362 | $3.04M | $2.99M | -$45,648.62 | -1.5% |
Moises Valladares Insigneo Advisory Services LLC | 31,369 | $742,675.6 | $730,897.7 | -$11,777.9 | -1.59% |
Dino Efthimiou Delta Wealth Advisors LLC | 232,059 | $5.46M | $5.4M | -$54,716.45 | -1% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 17,947 | $418,317.7 | $418,165.1 | -$152.6 | -0.04% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,018 | $46,955.43 | $46,999.22 | $43.79 | 0.09% |
Michael Ryan Michael S. Ryan, Inc. | 220,063 | $5.15M | $5.13M | -$22,006.74 | -0.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 699 | $16,671 | $16,279.71 | -$391.29 | -2.35% |
Christian J. Cyr Cyr Financial Inc. | 35,657 | $845,526.58 | $830,451.53 | -$15,075.05 | -1.78% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,514 | $105,099 | $105,131.06 | $32.06 | 0.03% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 285,227 | $6.66M | $6.64M | -$13,536.63 | -0.2% |
| AA Alvin Anton Summit Investment Advisors Inc. | 81,772 | $1.89M | $1.9M | $18,675.45 | 0.99% |