| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 16,441 | $759,606.31 | $755,052.92 | -$4,553.39 | -0.6% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 115,542 | $5.35M | $5.31M | -$45,573.57 | -0.85% |
| ME Matthew Ellis Planning Directions Inc | 229,934 | $10.59M | $10.56M | -$33,340.43 | -0.31% |
| SS Scott Solod Kelly Financial Group LLC | 119,351 | $5.51M | $5.48M | -$24,052.15 | -0.44% |
SkyOak Wealth SkyOak Wealth LLC | 188,237 | $8.63M | $8.65M | $15,332.66 | 0.18% |
Jeff Ameen Spire Wealth Management | 169 | $7,798.9 | $7,750.34 | -$48.56 | -0.62% |
Kyle P. Smith NewEdge Wealth LLC | 567,053 | $26.28M | $26.05M | -$228,418.56 | -0.87% |
John Ledford FWG Holdings LLC | 7,695 | $352,049.47 | $353,469.82 | $1,420.35 | 0.4% |
| DM Dipen Mehta Invst LLC | 86,230 | $3.99M | $3.96M | -$32,522.72 | -0.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 84,812 | $3.91M | $3.9M | -$11,449.62 | -0.29% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,523 | $255,420.33 | $253,284.78 | -$2,135.55 | -0.84% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 30,624 | $1.41M | $1.4M | -$8,600.87 | -0.61% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 770 | $35,440.32 | $35,369.95 | -$70.37 | -0.2% |
| RH Rick Hurley Heirloom Wealth Management | 25,352 | $1.17M | $1.16M | -$3,422.52 | -0.29% |
| SE Sima Elimelech Activest Wealth Management | 10,771 | $499,364.91 | $494,712.03 | -$4,652.88 | -0.93% |
| RT Robert Tutela Essex LLC | 7,045 | $321,787.9 | $323,612.07 | $1,824.17 | 0.57% |
Larry Herold Herold Advisors Inc. | 33,659 | $1.52M | $1.55M | $23,019.79 | 1.51% |
| AB Andrew Blass Atlantic Private Wealth LLC | 7,773 | $351,339.6 | $357,052.75 | $5,713.15 | 1.63% |
Christopher Davis Burns Matteson Capital Management LLC | 4,440 | $200,977.91 | $203,884.8 | $2,906.89 | 1.45% |
| NW Nancy Williamson Helen Stephens Group LLC | 13,126 | $603,774.5 | $602,942.81 | -$831.69 | -0.14% |