| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 234,220 | $1.8M | $1.82M | $25,761.6 | 1.43% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 4.08M | $34.52M | $31.96M | -$2.55M | -7.4% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 245,449 | $1.94M | $1.92M | -$16,389.78 | -0.85% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 33,125 | $279,207.95 | $257,712.5 | -$21,495.45 | -7.7% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 57,298 | $493,454.12 | $441,767.58 | -$51,686.54 | -10.47% |
Man Group Man Group PLC | 311,665 | $3.16M | $2.4M | -$754,062.84 | -23.89% |
| NA Nizar Araji National Bank Of Canada /FI/ | 141 | $1,157.61 | $1,096.98 | -$60.63 | -5.24% |
Jeff Ameen Spire Wealth Management | 37,000 | $313,390 | $285,270 | -$28,120 | -8.97% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 17,166 | $131,491.56 | $131,663.22 | $171.66 | 0.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 47,474 | $388,267.56 | $366,024.54 | -$22,243.02 | -5.73% |
Jay Richards Investment Advisory Group LLC | 17,984 | $182,771.65 | $138,296.96 | -$44,474.69 | -24.33% |
Craig Johnsen Fortitude Advisory Group LLC | 54,980 | $443,399.05 | $423,895.8 | -$19,503.25 | -4.4% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2M | $16.56M | $15.42M | -$1.14M | -6.91% |
Jill Grimes Centurion Wealth Management LLC | 23,924 | $196,486.63 | $184,454.04 | -$12,032.59 | -6.12% |
Daniel Guy Ethos Financial Group LLC | 646,392 | $5.47M | $4.98M | -$491,255.79 | -8.97% |
Stephen Cheifetz Kades & Cheifetz LLC | 209,283 | $1.67M | $1.61M | -$59,859.44 | -3.58% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 107,219 | $855,627.02 | $826,658.49 | -$28,968.53 | -3.39% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 271,569 | $2.08M | $2.09M | $10,862.98 | 0.52% |
Courtney Holt Compound Planning, Inc. | 12,614 | $98,767 | $97,253.94 | -$1,513.06 | -1.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,651 | $151,618.66 | $136,089.21 | -$15,529.45 | -10.24% |