| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 207,251 | $4.8M | $4.71M | -$87,743.27 | -1.83% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 2,374 | $54,960.47 | $53,735.49 | -$1,224.98 | -2.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,681 | $268,296.28 | $264,399.43 | -$3,896.85 | -1.45% |
| NA Nizar Araji National Bank Of Canada /FI/ | 433 | $10,024.38 | $9,841.31 | -$183.07 | -1.83% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 19,229 | $446,979.96 | $435,825.28 | -$11,154.68 | -2.5% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 176,209 | $4.08M | $4M | -$89,260.19 | -2.19% |
Austin Private Wealth Austin Private Wealth LLC | 41,207 | $946,705.53 | $934,409.93 | -$12,295.6 | -1.3% |
Ben Rothwell Keystone Financial Services | 23,977 | $547,860.65 | $543,702.45 | -$4,158.2 | -0.76% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,214 | $775,471.21 | $753,160.66 | -$22,310.55 | -2.88% |
Bethany Wagner Level Financial Advisors | 20,448 | $473,391.65 | $463,678.85 | -$9,712.8 | -2.05% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,596 | $364,401.44 | $353,654.9 | -$10,746.54 | -2.95% |
Kevin B. Crawford JB Capital LLC | 17,643 | $408,246.94 | $400,072.67 | -$8,174.27 | -2% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 97,349 | $2.36M | $2.21M | -$143,512.83 | -6.09% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 617,579 | $15.36M | $14M | -$1.35M | -8.81% |
Ryan Charles Stout Theory Financial LLC | 41,371 | $951,578.57 | $938,128.8 | -$13,449.77 | -1.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,982 | $45,902.78 | $44,943.83 | -$958.95 | -2.09% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 156,770 | $3.72M | $3.55M | -$168,283.89 | -4.52% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 21,811 | $506,315.71 | $494,564.42 | -$11,751.29 | -2.32% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,745 | $61,891.5 | $62,245.62 | $354.12 | 0.57% |
Kathryn Brown Morton Brown Family Wealth LLC | 10,680 | $245,707.94 | $242,179.68 | -$3,528.26 | -1.44% |