| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,137 | $294,340 | $281,184.93 | -$13,155.07 | -4.47% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,075 | $240,368.72 | $379,401.75 | $139,033.03 | 57.84% |
| FP Frank Poli COHEN & STEERS Inc. | 1.02M | $21.21M | $20.46M | -$748,888.24 | -3.53% |
Jeff Ameen Spire Wealth Management | 875 | $21,568.75 | $17,648.75 | -$3,920 | -18.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 34,828 | $764,947.35 | $702,480.76 | -$62,466.59 | -8.17% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,760 | $82,454.56 | $74,786.4 | -$7,668.16 | -9.3% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 31,579 | $657,475 | $636,948.43 | -$20,526.57 | -3.12% |
| PIL PFG Investments LLC PFG Investments LLC | 12,297 | $256,021 | $246,923.76 | -$9,097.24 | -3.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 400 | $8,120 | $7,956 | -$164 | -2.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,459 | $760,154.38 | $689,869.18 | -$70,285.2 | -9.25% |
Amir Har-El Savvy Advisors, Inc. | 13,483 | $336,130.77 | $270,703.18 | -$65,427.59 | -19.46% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 308,991 | $6.82M | $6.23M | -$583,992.74 | -8.57% |
Ashley Meredith Abel Hall, LLC | 15,000 | $330,900 | $299,700 | -$31,200 | -9.43% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,321 | $193,828 | $208,071.36 | $14,243.36 | 7.35% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 150 | $2,817 | $3,025.5 | $208.5 | 7.4% |
Neil Azous Rareview Capital LLC | 98,718 | $2.29M | $1.97M | -$320,190.88 | -13.96% |
| DN Daniel Newman Noble Wealth Management PBC | 48,675 | $1.05M | $981,774.75 | -$66,172.95 | -6.31% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,965 | $36,903 | $39,614.4 | $2,711.4 | 7.35% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 13,200 | $275,682 | $264,924 | -$10,758 | -3.9% |
Virtue Asset Management LLC Virtue Asset Management LLC | 27,956 | $696,952.66 | $562,614.5 | -$134,338.16 | -19.28% |