| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 550 | $16,782.94 | $17,149 | $366.06 | 2.18% |
| NA Nizar Araji National Bank Of Canada /FI/ | 102,254 | $3.53M | $3.2M | -$337,502.02 | -9.55% |
Austin Private Wealth Austin Private Wealth LLC | 6,792 | $221,125.68 | $210,959.51 | -$10,166.17 | -4.6% |
Richard Slavik Newbridge Financial Services Group Inc. | 62 | $1,804.82 | $1,931.92 | $127.1 | 7.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,830 | $251,421.3 | $243,982.8 | -$7,438.5 | -2.96% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,731 | $279,474.32 | $302,244.85 | $22,770.53 | 8.15% |
| FCI Family CFO Inc Family CFO Inc | 24,982 | $776,440.56 | $775,940.9 | -$499.66 | -0.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 462,961 | $14.39M | $14.38M | -$8,874.82 | -0.06% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,518 | $234,411 | $233,509.07 | -$901.93 | -0.38% |
Rachel Faulk Cape Investment Advisory Inc. | 50 | $1,559 | $1,553 | -$6 | -0.38% |
Mariana Coli Dunhill Financial LLC | 7,179 | $223,123 | $224,415.54 | $1,292.54 | 0.58% |
Nelson J. Lam LAM GROUP Inc. | 213,150 | $6.84M | $6.62M | -$224,236.59 | -3.28% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 8,911 | $270,481.62 | $276,775.65 | $6,294.03 | 2.33% |
Kevin Gray Lodestar Private Asset Management LLC | 671,979 | $20.17M | $20.87M | $704,849.6 | 3.5% |
John Shanley Aspect Partners, LLC | 81,769 | $2.61M | $2.54M | -$68,550.25 | -2.63% |
Bradley Harsch Strategic Advocates LLC | 15 | $459 | $466.09 | $7.09 | 1.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 2.05M | $65.35M | $63.73M | -$1.62M | -2.47% |
United Advisor Group LLC United Advisor Group, LLC | 6,535 | $203,764 | $202,977.09 | -$786.91 | -0.39% |
Steven D Urban Urban Financial Advisory Corp | 874 | $26,759.47 | $27,146.44 | $386.97 | 1.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,010 | $358,816 | $342,109.33 | -$16,706.67 | -4.66% |