| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 125,695 | $5.97M | $5.85M | -$112,880.8 | -1.89% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 12,786 | $606,533.15 | $595,380.09 | -$11,153.06 | -1.84% |
| PEP Philip E. Passafiume Protective Life Corp | 794 | $37,381.52 | $36,972.61 | -$408.91 | -1.09% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 86,658 | $4.14M | $4.03M | -$102,095.51 | -2.47% |
| SS Scott Solod Kelly Financial Group LLC | 653,344 | $30.4M | $30.44M | $32,458.12 | 0.11% |
| AC Adam Claypool First Community Trust Na | 1,479 | $71,347 | $68,877.03 | -$2,469.97 | -3.46% |
Jeff Ameen Spire Wealth Management | 531,041 | $24.99M | $24.67M | -$313,092.93 | -1.25% |
John Ledford FWG Holdings LLC | 16,801 | $794,710.67 | $782,002.54 | -$12,708.13 | -1.6% |
| SL Shad Lamm Keystone Wealth Services LLC | 53,160 | $2.5M | $2.47M | -$27,909 | -1.12% |
| DM Dipen Mehta Invst LLC | 369,306 | $17.4M | $17.19M | -$204,564.95 | -1.18% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 23,900 | $1.12M | $1.11M | -$13,070.32 | -1.16% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 4,817 | $228,084.95 | $224,207.26 | -$3,877.69 | -1.7% |
Andrew Endelman Independent Wealth Network Inc. | 22,478 | $1.07M | $1.05M | -$20,532.16 | -1.92% |
| NW Nancy Williamson Helen Stephens Group LLC | 767,937 | $35.83M | $35.75M | -$77,655.08 | -0.22% |
| RE Rod Ehrlich Wayfinding Financial LLC | 39,436 | $1.86M | $1.84M | -$22,632.11 | -1.22% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,397 | $451,207.42 | $437,665.27 | -$13,542.15 | -3% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 614,474 | $28.11M | $28.63M | $516,291.97 | 1.84% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 8,188 | $377,227.07 | $381,446.17 | $4,219.1 | 1.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 153,696 | $7.23M | $7.16M | -$73,337.88 | -1.01% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 182,935 | $8.62M | $8.52M | -$95,119.76 | -1.1% |