| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 445 | $32,894.4 | $34,006.9 | $1,112.5 | 3.38% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 4,291 | $333,650.24 | $328,261.5 | -$5,388.74 | -1.62% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,522 | $1.09M | $1.03M | -$56,137.8 | -5.17% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 3,613 | $317,944 | $276,105.46 | -$41,838.54 | -13.16% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 8,766 | $387,940.25 | $671,913.9 | $283,973.65 | 73.2% |
Jeff Ameen Spire Wealth Management | 630 | $47,879.04 | $48,289.5 | $410.46 | 0.86% |
| HT Hannah Tackett Penobscot Wealth Management | 13,061 | $1.15M | $1M | -$148,242.35 | -12.9% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,080 | $359,094 | $311,242.8 | -$47,851.2 | -13.33% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 33,755 | $2.61M | $2.58M | -$34,096.55 | -1.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 323 | $28,424 | $24,774.1 | -$3,649.9 | -12.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 414 | $19,152.78 | $31,803.48 | $12,650.7 | 66.05% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 25 | $1,904 | $1,917.5 | $13.5 | 0.71% |
Craig Kurth PCG Wealth Advisors LLC | 15,363 | $1.35M | $1.18M | -$173,601.9 | -12.84% |
| SS Sam Sweitzer Anson Capital Inc. | 7,927 | $630,287.68 | $608,000.9 | -$22,286.78 | -3.54% |
| TM Tracy Murray EdgeRock Capital LLC | 2,696 | $237,248 | $206,944.96 | -$30,303.04 | -12.77% |
Dave Reichert Echo45 Advisors LLC | 22,926 | $1.69M | $1.68M | -$17,079.87 | -1.01% |
| TC Timothy Carne SFG Wealth Management LLC | 16,884 | $1.23M | $1.3M | $65,600.46 | 5.33% |
Bill McVay Red Tortoise LLC | 7,800 | $576,576 | $586,638 | $10,062 | 1.75% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 17,494 | $1.16M | $1.34M | $182,743.52 | 15.77% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,836 | $509,555.89 | $508,974.38 | -$581.51 | -0.11% |