| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 37,615 | $995,483 | $991,155.25 | -$4,327.75 | -0.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 60 | $1,569 | $1,580.7 | $11.7 | 0.75% |
| DH Doug Hutchinson Wrapmanager Inc | 27,776 | $727,463.82 | $731,897.6 | $4,433.78 | 0.61% |
| YA Yinka Akinsola Blue Trust Inc. | 743 | $19,375.75 | $19,540.9 | $165.15 | 0.85% |
Nancy Williamson Helen Stephens Group LLC | 11,292 | $302,590.07 | $297,318.36 | -$5,271.71 | -1.74% |
Matthew B. Boersen Straight Path Wealth Management | 74,169 | $1.98M | $1.95M | -$23,561.83 | -1.19% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 326 | $8,760 | $8,583.58 | -$176.42 | -2.01% |
Michael Ryan Michael S. Ryan, Inc. | 201,259 | $5.32M | $5.3M | -$22,259.28 | -0.42% |
Matthew Chester Tableaux LLC | 8,847 | $231,968.21 | $233,118.45 | $1,150.24 | 0.5% |