| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,205 | $199,275.07 | $200,200.05 | $924.98 | 0.46% |
Curtis Ellergodt Rothschild Investment LLC | 69 | $3,300.13 | $3,285.09 | -$15.04 | -0.46% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 648,479 | $31.1M | $30.96M | -$139,440.75 | -0.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,112 | $102,611.2 | $100,805.76 | -$1,805.44 | -1.76% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 4,325 | $205,177.83 | $205,913.25 | $735.42 | 0.36% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 749,168 | $35.7M | $35.67M | -$36,039.5 | -0.1% |
Daniel L. Lippincott Karpus Management Inc. | 29,400 | $1.41M | $1.4M | -$2,940.73 | -0.21% |
| KRW Kevin R. Worthley WEALTH MANAGEMENT RESOURCES Inc. | 10,668 | $506,218.55 | $507,903.48 | $1,684.93 | 0.33% |
| PBP Philip B. Palmer CHATHAM CAPITAL GROUP Inc. | 95,375 | $4.57M | $4.54M | -$25,719.52 | -0.56% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 80,113 | $3.82M | $3.82M | -$1,246.13 | -0.03% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 67,615 | $3.22M | $3.23M | $3,966.48 | 0.12% |
PAX Financial Group PAX Financial Group LLC | 16,458 | $768,132.9 | $783,565.38 | $15,432.48 | 2.01% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 4,823 | $230,683.84 | $229,960.64 | -$723.2 | -0.31% |
| YA Yinka Akinsola Blue Trust Inc. | 2,146 | $102,672.16 | $102,171.06 | -$501.1 | -0.49% |
Jeff Ameen Spire Wealth Management | 3,261 | $154,953.63 | $155,256.21 | $302.58 | 0.2% |
Drew Waldron Canvas Wealth Advisors LLC | 15,224 | $739,454.38 | $724,814.64 | -$14,639.74 | -1.98% |
Kyle P. Smith NewEdge Wealth LLC | 13,541 | $651,641.41 | $646,582.75 | -$5,058.66 | -0.78% |
Mack, Connie Clarity Financial LLC | 4,525 | $217,154.41 | $215,435.25 | -$1,719.16 | -0.79% |
Dipen Mehta Invst LLC | 9,683 | $464,493.51 | $462,169.59 | -$2,323.92 | -0.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 52,012 | $2.49M | $2.48M | -$11,477.5 | -0.46% |