| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 580,169 | $14.5M | $14.42M | -$75,419.65 | -0.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 151,023 | $3.71M | $3.75M | $41,750.53 | 1.13% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,300 | $32,031.5 | $32,318 | $286.5 | 0.89% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 33,200 | $839,669.75 | $825,684 | -$13,985.75 | -1.67% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 122,101 | $3.05M | $3.04M | -$10,215.39 | -0.34% |
Loraine Ell Better Money Decisions LLC | 69,075 | $1.7M | $1.72M | $11,928.61 | 0.7% |
Jeff Ameen Spire Wealth Management | 299 | $7,319.52 | $7,431.64 | $112.12 | 1.53% |
Carrie Delgott Wescott Financial Advisory Group LLC | 253,896 | $6.4M | $6.31M | -$88,056.41 | -1.38% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,737 | $271,350.38 | $266,760.76 | -$4,589.62 | -1.69% |
Bethany Wagner Level Financial Advisors | 35,262 | $865,926.07 | $876,437.01 | $10,510.94 | 1.21% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 62,437 | $1.56M | $1.55M | -$8,429.37 | -0.54% |
Kevin B. Crawford JB Capital LLC | 10,392 | $259,696.08 | $258,293.16 | -$1,402.92 | -0.54% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 181,238 | $4.54M | $4.5M | -$31,484.56 | -0.69% |
Kevin Batstone BayBridge Capital Group LLC | 9,380 | $234,400 | $233,139.9 | -$1,260.1 | -0.54% |
Ryan Charles Stout Theory Financial LLC | 21,495 | $537,160.05 | $534,258.22 | -$2,901.83 | -0.54% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 42,352 | $1.06M | $1.05M | -$11,240.05 | -1.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,208 | $205,730.38 | $204,132.96 | -$1,597.42 | -0.78% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 289 | $7,163.14 | $7,183.09 | $19.95 | 0.28% |
Candace Cavalier Congress Wealth Management LLC / DE / | 15,980 | $399,340.2 | $397,182.9 | -$2,157.3 | -0.54% |
Jennifer Scott Scott Capital Advisors LLC | 46,883 | $1.17M | $1.17M | -$6,329.21 | -0.54% |