| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 16,195 | $815,484.64 | $794,121.82 | -$21,362.82 | -2.62% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 168,906 | $8.42M | $8.28M | -$140,375.1 | -1.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,580 | $129,968.73 | $126,510.3 | -$3,458.43 | -2.66% |
Jeff Ameen Spire Wealth Management | 22,100 | $1.09M | $1.08M | -$11,666.59 | -1.07% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,316 | $367,829.9 | $358,702.75 | -$9,127.15 | -2.48% |
Matthew B. Boersen Straight Path Wealth Management | 6,040 | $302,543.6 | $296,171.4 | -$6,372.2 | -2.11% |
| PP Penny Paul Andina Capital Management LLC | 45,725 | $2.34M | $2.24M | -$104,676.48 | -4.47% |
Kevin Zemann WealthPlan Investment Management LLC | 286,783 | $14.29M | $14.04M | -$256,857.38 | -1.8% |
Bert D. Barre Colonial Trust Co. / SC | 1,000 | $51,480 | $48,950 | -$2,530 | -4.91% |
Daniel Guy Ethos Financial Group LLC | 211,889 | $10.56M | $10.37M | -$182,531.46 | -1.73% |
Jeffrey Hanson Breakwater Capital Group | 95,391 | $4.77M | $4.67M | -$99,341.24 | -2.08% |
John Canning Mi LLCreek Capital Advisors LLC | 8,603 | $431,354.6 | $421,417.95 | -$9,936.65 | -2.3% |
| SR Syed Rizvi AlphaQ Advisors LLC | 17,719 | $888,473 | $867,965.21 | -$20,507.79 | -2.31% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 64,050 | $3.21M | $3.14M | -$71,045.06 | -2.21% |
| SM Sarah Moore BOS Asset Management LLC | 19,788 | $1.01M | $969,513.06 | -$38,955.5 | -3.86% |
Kevin Kroskey True Wealth Design LLC | 229,914 | $11.53M | $11.27M | -$260,461.11 | -2.26% |
| PIL PFG Investments LLC PFG Investments LLC | 10,644 | $542,820.54 | $521,289.9 | -$21,530.64 | -3.97% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 4,975 | $250,790 | $243,700.37 | -$7,089.63 | -2.83% |
Eugene Donato KENNEDY INVESTMENT GROUP | 8,069 | $399,072 | $395,259.96 | -$3,812.04 | -0.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,038 | $404,881.15 | $393,541.28 | -$11,339.87 | -2.8% |