| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 903 | $36,851.52 | $36,020.67 | -$830.85 | -2.25% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,383 | $1.12M | $1.09M | -$37,256.39 | -3.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 238 | $9,731.82 | $9,441.46 | -$290.36 | -2.98% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 5,138 | $202,539.96 | $204,441.02 | $1,901.06 | 0.94% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 140 | $5,125.4 | $5,553.8 | $428.4 | 8.36% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 52,410 | $2.28M | $2.08M | -$203,990.68 | -8.93% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 7.66M | $314.21M | $303.8M | -$10.42M | -3.31% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 84,529 | $3.57M | $3.37M | -$200,128.78 | -5.6% |
| DC Donie Carlson DMC Group LLC | 91,861 | $3.87M | $3.64M | -$223,515.7 | -5.78% |
Andrew J. Whalen Whalen Wealth Management Inc. | 10,498 | $417,505 | $417,715.42 | $210.42 | 0.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8 | $334.56 | $317.36 | -$17.2 | -5.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,792 | $532,509.12 | $550,852.48 | $18,343.36 | 3.44% |
Ana-Maria Ignat Covestor Ltd | 6,585 | $271,802.71 | $263,136.6 | -$8,666.11 | -3.19% |
Randy D. Kurtz Upper Left Wealth Management LLC | 11,553 | $474,019.58 | $458,307.51 | -$15,712.07 | -3.31% |
W. Travis McKinney HB Wealth Management LLC | 5,373 | $222,091.49 | $214,705.08 | -$7,386.41 | -3.33% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 16,186 | $652,703.13 | $642,098.62 | -$10,604.51 | -1.62% |
Mark Fiskio Empirical Asset Management LLC | 65,230 | $2.65M | $2.59M | -$59,896.61 | -2.26% |
Edward Lowndes Angeles Wealth Management LLC | 7,784 | $319,611.04 | $308,791.28 | -$10,819.76 | -3.39% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 6,928 | $297,862.51 | $275,665.12 | -$22,197.39 | -7.45% |
Mariana Coli Dunhill Financial LLC | 60 | $2,463.58 | $2,397.6 | -$65.98 | -2.68% |