| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 14,113 | $311,527.57 | $312,391.25 | $863.68 | 0.28% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.32M | $29.67M | $29.26M | -$409,724.43 | -1.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,485 | $299,636.7 | $298,962.45 | -$674.25 | -0.23% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 154,176 | $3.5M | $3.41M | -$82,484.36 | -2.36% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,859 | $357,026.17 | $351,752.62 | -$5,273.55 | -1.48% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 68,406 | $1.52M | $1.51M | -$6,569.07 | -0.43% |
| RR rosemary richard WCG Wealth Advisors LLC | 69,927 | $1.56M | $1.55M | -$8,477.08 | -0.54% |
Jeff Ameen Spire Wealth Management | 833 | $18,584.8 | $18,438.45 | -$146.35 | -0.79% |
Kyle P. Smith NewEdge Wealth LLC | 11,180 | $249,761.2 | $247,525.2 | -$2,236 | -0.9% |
Jason E. Archambault SK Wealth Management LLC | 64,431 | $1.44M | $1.43M | -$16,106.82 | -1.12% |
Kimberly Cappellano Private Wealth Asset Management LLC | 21,470 | $472,769 | $475,131.1 | $2,362.1 | 0.5% |
Nancy Williamson Helen Stephens Group LLC | 75,007 | $1.68M | $1.66M | -$14,957.18 | -0.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 20,782 | $466,555.9 | $460,944.76 | -$5,611.14 | -1.2% |
Kristie R. Furseth Bowman & Co S.C. | 12,950 | $287,749 | $286,648.25 | -$1,100.75 | -0.38% |
David Mailloux WealthCare Investment Partners LLC | 10,687 | $241,011.57 | $236,610.18 | -$4,401.39 | -1.83% |
Andrew Burkey Joseph Group Capital Management | 52,776 | $1.18M | $1.17M | -$10,819.08 | -0.92% |
| CMD Chris M. Denholm Objective Capital Management LLC | 41,796 | $929,121.17 | $925,154.46 | -$3,966.71 | -0.43% |
Timothy Low Forte Asset Management LLC | 178,446 | $4M | $3.95M | -$53,529.97 | -1.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,872 | $540,411.62 | $528,406.72 | -$12,004.9 | -2.22% |
Lori Fernicola Castle Wealth Management LLC | 13,565 | $302,774.14 | $300,261.27 | -$2,512.87 | -0.83% |