| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,704 | $258,020 | $259,732.56 | $1,712.56 | 0.66% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,773 | $380,287.03 | $382,660.87 | $2,373.84 | 0.62% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,913 | $335,188.81 | $337,598.94 | $2,410.13 | 0.72% |
Jeff Ameen Spire Wealth Management | 66,397 | $1.61M | $1.61M | -$2,013.49 | -0.12% |
Kyle P. Smith NewEdge Wealth LLC | 43,712 | $1.05M | $1.06M | $6,338.24 | 0.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 189,055 | $4.56M | $4.59M | $27,412.97 | 0.6% |
Matthew Liebman Amplius Wealth Advisors LLC | 12,141 | $298,182.96 | $293,812.2 | -$4,370.76 | -1.47% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 18,407 | $450,557.78 | $446,461.78 | -$4,096 | -0.91% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 192,888 | $4.64M | $4.68M | $33,954.27 | 0.73% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 40,726 | $996,901.82 | $987,401.87 | -$9,499.95 | -0.95% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,132 | $315,299.32 | $318,248.77 | $2,949.45 | 0.94% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 164,809 | $4M | $3.99M | -$1,143.65 | -0.03% |
| JP Jaimie Palmer Beacon Capital Management LLC | 16,518 | $401,882.94 | $400,313.73 | -$1,569.21 | -0.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,248 | $741,280.75 | $756,201.6 | $14,920.85 | 2.01% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,685 | $283,353.43 | $282,952.27 | -$401.16 | -0.14% |
Loni Adams Daymark Wealth Partners LLC | 10,280 | $245,178 | $248,827.4 | $3,649.4 | 1.49% |
Jill Batley Gateway Wealth Partners LLC | 9,400 | $226,588 | $227,621 | $1,033 | 0.46% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 8,876 | $215,690.69 | $214,932.34 | -$758.35 | -0.35% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 16,200 | $389,689.28 | $392,351.04 | $2,661.76 | 0.68% |
Alexandra Stickelman Root Financial Partners, LLC | 3,400 | $82,722 | $82,345.28 | -$376.72 | -0.46% |