| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 580,169 | $14.5M | $14.17M | -$330,694.01 | -2.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 151,023 | $3.71M | $3.69M | -$18,658.67 | -0.5% |
| NA Nizar Araji National Bank Of Canada /FI/ | 550 | $13,964 | $13,466.75 | -$497.25 | -3.56% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 33,200 | $839,669.75 | $813,732 | -$25,937.75 | -3.09% |
| AVO Anthony Van Ore NOTTINGHAM ADVISORS Inc. | 13,104 | $322,804.84 | $319,999.68 | -$2,805.16 | -0.87% |
| RA Richard Anzelone Strategic Point Investment Advisors LLC | 75,900 | $1.84M | $1.85M | $17,766.26 | 0.97% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 11,476 | $285,285.16 | $280,989.86 | -$4,295.3 | -1.51% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 122,101 | $3.05M | $2.99M | -$57,224.28 | -1.88% |
Loraine Ell Better Money Decisions LLC | 69,075 | $1.7M | $1.69M | -$13,629.14 | -0.8% |
Jeff Ameen Spire Wealth Management | 299 | $7,319.52 | $7,321.01 | $1.49 | 0.02% |
Carrie Delgott Wescott Financial Advisory Group LLC | 255,365 | $6.44M | $6.26M | -$175,078.83 | -2.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,737 | $271,350.38 | $263,028.58 | -$8,321.8 | -3.07% |
Bethany Wagner Level Financial Advisors | 35,262 | $865,926.07 | $863,612.22 | -$2,313.85 | -0.27% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 59,060 | $1.48M | $1.45M | -$30,416.25 | -2.06% |
Kevin B. Crawford JB Capital LLC | 10,392 | $259,696.08 | $254,448.12 | -$5,247.96 | -2.02% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 181,238 | $4.54M | $4.44M | -$96,730.24 | -2.13% |
Kevin Batstone BayBridge Capital Group LLC | 9,949 | $248,300.55 | $243,663.94 | -$4,636.61 | -1.87% |
Ryan Charles Stout Theory Financial LLC | 21,495 | $537,160.05 | $526,520.02 | -$10,640.03 | -1.98% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 42,352 | $1.06M | $1.04M | -$26,698.53 | -2.51% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,208 | $205,730.38 | $200,972.88 | -$4,757.5 | -2.31% |