| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 13,051 | $284,236.39 | $281,314.3 | -$2,922.09 | -1.03% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 790,679 | $17.12M | $17.04M | -$79,074.54 | -0.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,356 | $641,152.57 | $632,034.68 | -$9,117.89 | -1.42% |
| NA Nizar Araji National Bank Of Canada /FI/ | 26,232 | $574,808.7 | $565,299.6 | -$9,509.1 | -1.65% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 237,720 | $5.17M | $5.12M | -$49,398.88 | -0.95% |
Woodley Farra Manion Portfolio Management Woodley Farra Manion Portfolio Management Inc. | 56,505 | $1.23M | $1.22M | -$15,540.72 | -1.26% |
Austin Private Wealth Austin Private Wealth LLC | 20,526 | $442,997.5 | $442,437.93 | -$559.57 | -0.13% |
Donna Rittershausen Koss-Olinger Consulting LLC | 12,923 | $282,222.74 | $278,490.65 | -$3,732.09 | -1.32% |
Matt Hunter Heartland Bank & Trust Co. | 19,589 | $426,771.34 | $422,235.02 | -$4,536.32 | -1.06% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 17,225 | $372,921 | $371,284.87 | -$1,636.13 | -0.44% |
| AB Andrew Blass Atlantic Private Wealth LLC | 41,119 | $889,959.02 | $885,086.47 | -$4,872.55 | -0.55% |
Matthew B. Boersen Straight Path Wealth Management | 28,628 | $628,230.38 | $617,076.54 | -$11,153.84 | -1.78% |
Justin Fulmer Shelton Wealth Management LLC | 501,211 | $10.87M | $10.8M | -$62,822.85 | -0.58% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 12,274 | $269,297.06 | $264,566.07 | -$4,730.99 | -1.76% |
Taylor Jobe MKT Advisors LLC | 661,757 | $14.24M | $14.26M | $23,333.83 | 0.16% |
Courtney Lawson Autumn Glory Partners LLC | 9,233 | $202,756.68 | $199,017.31 | -$3,739.37 | -1.84% |
| LWL Leo Wealth LLC Leo Wealth LLC | 82,436 | $1.78M | $1.78M | -$3,499.3 | -0.2% |
Jason Matthews Kfg Wealth Management LLC | 41,440 | $908,668.01 | $893,239.2 | -$15,428.81 | -1.7% |
Luther Hartwell Hodges Waycross Investment Management Co. | 443,173 | $9.64M | $9.55M | -$90,605.47 | -0.94% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 15,092 | $329,075.08 | $325,308.06 | -$3,767.02 | -1.14% |