| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 36,829 | $428,320 | $419,482.31 | -$8,837.69 | -2.06% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.46M | $16.71M | $16.6M | -$113,063.83 | -0.68% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,200 | $21,000 | $13,680 | -$7,320 | -34.86% |
| YA Yinka Akinsola Blue Trust Inc. | 200 | $2,510 | $2,264 | -$246 | -9.8% |
| BO Brian Oliveira Clear Street Group Inc. | 6,426 | $74,702.27 | $72,742.32 | -$1,959.95 | -2.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,000 | $11,560 | $11,320 | -$240 | -2.08% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 13,683 | $154,173.54 | $155,165.22 | $991.68 | 0.64% |
John Hayes LongView Wealth Management | 15,305 | $154,733.72 | $173,252.6 | $18,518.88 | 11.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,900 | $46,878 | $44,148 | -$2,730 | -5.82% |
Carmen McClennon WR Wealth Planners, LLC | 291 | $3,088 | $3,294.12 | $206.12 | 6.67% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $2,795 | $2,830 | $35 | 1.25% |
| RN Ron New Whipplewood Advisors LLC | 1,498 | $16,942.17 | $16,957.36 | $15.19 | 0.09% |
| DN Daniel Newman Noble Wealth Management PBC | 7,157 | $81,547.9 | $81,017.24 | -$530.66 | -0.65% |
Benjamin S. Smith Smith Asset Management Co LLC | 72,668 | $840,947.61 | $822,601.76 | -$18,345.85 | -2.18% |