| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 16,901 | $780,788.68 | $774,741.84 | -$6,046.84 | -0.77% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 397,952 | $18.33M | $18.24M | -$83,586.32 | -0.46% |
Means Investment Company Means Investment Company Inc. | 501,929 | $23.15M | $23.03M | -$115,443.67 | -0.5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 114,175 | $5.29M | $5.23M | -$59,209.79 | -1.12% |
| ME Matthew Ellis Planning Directions Inc | 334,845 | $15.43M | $15.35M | -$85,608.35 | -0.55% |
| SS Scott Solod Kelly Financial Group LLC | 132,006 | $6.09M | $6.05M | -$36,736.02 | -0.6% |
| JK Jessica Kardos Towle & Co | 45,649 | $2.1M | $2.09M | -$13,379.77 | -0.64% |
| TB Thomas Baker Blue Oak Capital LLC | 102,554 | $4.71M | $4.7M | -$2,759.11 | -0.06% |
SkyOak Wealth SkyOak Wealth LLC | 181,837 | $8.34M | $8.34M | -$4,021.85 | -0.05% |
Jeff Ameen Spire Wealth Management | 238 | $10,981.18 | $10,909.92 | -$71.26 | -0.65% |
Kyle P. Smith NewEdge Wealth LLC | 495,830 | $22.97M | $22.72M | -$248,074.24 | -1.08% |
John Ledford FWG Holdings LLC | 7,685 | $351,591.77 | $352,664.65 | $1,072.88 | 0.31% |
Dipen Mehta Invst LLC | 93,167 | $4.31M | $4.28M | -$37,998.58 | -0.88% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 93,153 | $4.29M | $4.27M | -$21,842.24 | -0.51% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,962 | $367,735.64 | $364,978.08 | -$2,757.56 | -0.75% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 30,624 | $1.41M | $1.4M | -$9,213.35 | -0.65% |
Richard Slavik Newbridge Financial Services Group Inc. | 770 | $35,440.32 | $35,335.3 | -$105.02 | -0.3% |
Rick Hurley Heirloom Wealth Management | 25,352 | $1.17M | $1.16M | -$5,830.96 | -0.5% |
Robert Tutela Essex LLC | 7,045 | $321,787.9 | $322,942.8 | $1,154.9 | 0.36% |
Larry Herold Herold Advisors Inc. | 33,659 | $1.52M | $1.54M | $19,822.19 | 1.3% |