| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,873 | $265,680.07 | $263,227.86 | -$2,452.21 | -0.92% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 276,685 | $12.66M | $12.45M | -$207,528.61 | -1.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,157 | $232,464.89 | $232,013.43 | -$451.46 | -0.19% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 74,213 | $3.37M | $3.34M | -$29,459.06 | -0.87% |
Asio Capital Asio Capital LLC | 198,403 | $8.84M | $8.89M | $48,450.54 | 0.55% |
PAX Financial Group PAX Financial Group LLC | 52,534 | $2.39M | $2.35M | -$35,594.74 | -1.49% |
Drew Waldron Canvas Wealth Advisors LLC | 39,250 | $1.77M | $1.76M | -$13,737.5 | -0.77% |
Joseph Castro Nuveen LLC | 29,630 | $1.36M | $1.33M | -$22,815.3 | -1.68% |
| MAL Mason & Associates LLC Mason & Associates LLC | 54,508 | $2.43M | $2.44M | $16,112.35 | 0.66% |
| RE Rod Ehrlich Wayfinding Financial LLC | 48,061 | $2.18M | $2.16M | -$14,838.54 | -0.68% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 145,036 | $6.49M | $6.5M | $6,126.93 | 0.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,290 | $239,191.09 | $237,097.8 | -$2,093.29 | -0.88% |
| JB Joel Blattner Avaii Wealth Management LLC | 9,810 | $441,987.45 | $441,450 | -$537.45 | -0.12% |
Timothy Carne SFG Wealth Management LLC | 5,714 | $261,472.64 | $256,101.48 | -$5,371.16 | -2.05% |
Christopher Schurmann Summit Investment Advisory Services LLC | 27,319 | $1.22M | $1.22M | $7,316.51 | 0.6% |
David T. Morgan High Net Worth Advisory Group LLC | 20,000 | $908,266.82 | $896,400 | -$11,866.82 | -1.31% |
Jim Clark Worth Asset Management LLC | 11,600 | $523,972 | $519,912 | -$4,060 | -0.77% |
Rachel Faulk Cape Investment Advisory Inc. | 1,143 | $52,301 | $51,229.26 | -$1,071.74 | -2.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,369 | $106,997.17 | $106,178.58 | -$818.59 | -0.77% |
Matthew Zienty Cardinal Point Capital Management ULC | 589,978 | $26.82M | $26.44M | -$374,427.43 | -1.4% |