| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31,506 | $904,939.8 | $889,571.91 | -$15,367.89 | -1.7% |
Austin Private Wealth Austin Private Wealth LLC | 10,493 | $301,935.55 | $296,360.09 | -$5,575.46 | -1.85% |
| YA Yinka Akinsola Blue Trust Inc. | 1,810 | $52,200.4 | $51,105.35 | -$1,095.05 | -2.1% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 227,423 | $6.55M | $6.41M | -$139,057.83 | -2.12% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6,359 | $178,860.38 | $179,609.95 | $749.57 | 0.42% |
Kurt Van Dyken Lifeworks Advisors LLC | 31,495 | $903,317.58 | $889,576.27 | -$13,741.31 | -1.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 343 | $9,830.38 | $9,691.46 | -$138.92 | -1.41% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 55,921 | $1.64M | $1.58M | -$62,735.5 | -3.82% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,349 | $557,961.98 | $546,705.99 | -$11,255.99 | -2.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,316 | $124,035.17 | $121,905.42 | -$2,129.75 | -1.72% |
Brandon Collier Collier Financial | 647,200 | $18.52M | $18.29M | -$232,173.57 | -1.25% |
| DC Dominic Corabi Wedmont Private Capital | 19,392 | $559,022.82 | $547,339.2 | -$11,683.62 | -2.09% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,150 | $314,207 | $315,043.25 | $836.25 | 0.27% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 512,824 | $14.32M | $14.49M | $170,193.76 | 1.19% |
| RS Radon Stancil POM Investment Strategies LLC | 2,822 | $81,390.69 | $79,735.61 | -$1,655.08 | -2.03% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 226 | $6,300.88 | $6,385.63 | $84.75 | 1.35% |
Joshua Moeller Hill Island Financial LLC | 41,668 | $1.18M | $1.18M | -$7,668.22 | -0.65% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 10,846 | $310,846.36 | $306,236.81 | -$4,609.55 | -1.48% |
Kelly Kaczmarczyk Dravo Bay LLC | 24,314 | $696,839.24 | $686,505.79 | -$10,333.45 | -1.48% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 9,716 | $282,346.96 | $273,988.29 | -$8,358.67 | -2.96% |