| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,815 | $566,460.41 | $559,297.72 | -$7,162.69 | -1.26% |
Curtis Ellergodt Rothschild Investment LLC | 375 | $19,800 | $19,421.25 | -$378.75 | -1.91% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 357,322 | $18.8M | $18.55M | -$246,579.98 | -1.31% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 599 | $31,507.4 | $31,064.14 | -$443.26 | -1.41% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,326 | $382,050.31 | $379,926.36 | -$2,123.95 | -0.56% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 6,040 | $317,704 | $312,570 | -$5,134 | -1.62% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,054 | $312,751.91 | $313,173.42 | $421.51 | 0.13% |
| DH Doug Hutchinson Wrapmanager Inc | 5,567 | $292,824.2 | $288,982.97 | -$3,841.23 | -1.31% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 25,457 | $1.33M | $1.32M | -$8,109.82 | -0.61% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 116,503 | $6.03M | $6.05M | $20,658.63 | 0.34% |
PAX Financial Group PAX Financial Group LLC | 70,788 | $3.72M | $3.66M | -$57,816.59 | -1.55% |
| RR rosemary richard WCG Wealth Advisors LLC | 1.36M | $71.13M | $70.59M | -$539,468.71 | -0.76% |
Daren Blonski Fermata Advisors LLC | 102,533 | $5.13M | $5.31M | $172,255.44 | 3.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 28,526 | $1.49M | $1.48M | -$11,410.4 | -0.77% |
Joseph Castro Nuveen LLC | 17,141 | $901,642 | $888,932.26 | -$12,709.74 | -1.41% |
| HP Hannah Perry Crestmont Private Wealth LLC | 212,399 | $10.94M | $11.03M | $83,600.57 | 0.76% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 234,381 | $12.18M | $12.13M | -$51,862.24 | -0.43% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 18,677 | $968,069.07 | $966,534.75 | -$1,534.32 | -0.16% |
| RE Rod Ehrlich Wayfinding Financial LLC | 51,719 | $2.71M | $2.68M | -$26,465.72 | -0.98% |
Bradley W. Clark Paladin Advisory Group LLC | 47,365 | $2.46M | $2.45M | -$13,508.32 | -0.55% |