| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 73,062 | $3.69M | $3.67M | -$16,092.64 | -0.44% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,620 | $230,251.07 | $232,293.6 | $2,042.53 | 0.89% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 42,892 | $2.16M | $2.16M | $1,060.43 | 0.05% |
PAX Financial Group PAX Financial Group LLC | 40,249 | $2.01M | $2.02M | $9,881.53 | 0.49% |
| RR rosemary richard WCG Wealth Advisors LLC | 10,031 | $506,565.5 | $504,659.61 | -$1,905.89 | -0.38% |
| YA Yinka Akinsola Blue Trust Inc. | 2,511 | $126,629.73 | $126,227.97 | -$401.76 | -0.32% |
Joseph Castro Nuveen LLC | 5,895 | $297,698 | $296,223.75 | -$1,474.25 | -0.5% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 5,813 | $293,556.5 | $292,277.64 | -$1,278.86 | -0.44% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 75,773 | $3.78M | $3.81M | $29,781.33 | 0.79% |
Arlie W. Green Fortress Wealth Management Inc. | 6,021 | $300,130.5 | $302,675.67 | $2,545.17 | 0.85% |
Timothy Carne SFG Wealth Management LLC | 18,397 | $929,048.5 | $924,817.19 | -$4,231.31 | -0.46% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 5,377 | $271,271.55 | $270,194.25 | -$1,077.3 | -0.4% |
Marc H. Stone Tyler-Stone Wealth Management | 29,000 | $1.45M | $1.46M | $10,640 | 0.74% |
Michael Byun SageView Advisory Group LLC | 9,994 | $504,686.3 | $502,498.32 | -$2,187.98 | -0.43% |
| CMD Chris M. Denholm Objective Capital Management LLC | 5,246 | $264,556.24 | $263,716.42 | -$839.82 | -0.32% |
Timothy Gerlach Novem Group | 6,024 | $304,564.92 | $302,826.48 | -$1,738.44 | -0.57% |
Jim Clark Worth Asset Management LLC | 4,600 | $232,070 | $231,242 | -$828 | -0.36% |
Rosemarie Ranzie Stage Harbor Financial LLC | 15,850 | $800,425 | $796,938 | -$3,487 | -0.44% |
Bridget Davis Cedar Point Capital Partners LLC | 5,600 | $280,205.99 | $281,512 | $1,306.01 | 0.47% |
| JS Jeffrey Starkey Kooman & Associates | 14,936 | $740,238.51 | $750,832.72 | $10,594.21 | 1.43% |