| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 28,564 | $709,183.38 | $708,815.66 | -$367.72 | -0.05% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,773 | $69,530.85 | $68,811.99 | -$718.86 | -1.03% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4.12M | $102M | $102.27M | $272,463.85 | 0.27% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 9,928 | $249,580.64 | $246,363.32 | -$3,217.32 | -1.29% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 11,333 | $281,508.48 | $280,888.4 | -$620.08 | -0.22% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 9,465 | $234,365.61 | $234,873.97 | $508.36 | 0.22% |
Jeff Ameen Spire Wealth Management | 5,276 | $130,408.68 | $130,765.66 | $356.98 | 0.27% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,144 | $548,506.88 | $549,503.36 | $996.48 | 0.18% |
| TSR Ted S. Rich RiverTree Advisors LLC | 102,124 | $2.53M | $2.53M | $3,574.34 | 0.14% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 47,424 | $1.17M | $1.18M | $7,834.86 | 0.67% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 567,904 | $14.13M | $14.1M | -$36,640.42 | -0.26% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 54,917 | $1.38M | $1.36M | -$14,685.91 | -1.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 271,933 | $6.72M | $6.75M | $29,487.7 | 0.44% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 38,986 | $963,550.92 | $966,852.8 | $3,301.88 | 0.34% |
Matt Shibata Morling Financial Advisors LLC | 12,082 | $299,029.5 | $299,633.6 | $604.1 | 0.2% |
Barry Oliver Capital Performance Advisors LLP | 637,190 | $15.89M | $15.8M | -$84,546.36 | -0.53% |
| TM Tracy Murray EdgeRock Capital LLC | 790,536 | $19.85M | $19.61M | -$245,081.24 | -1.23% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 12,787 | $320,609.15 | $316,478.25 | -$4,130.9 | -1.29% |
Michael Byun SageView Advisory Group LLC | 322 | $8,105 | $7,977.55 | -$127.45 | -1.57% |
| RS Randy Smith Fairway Financial LLC | 150,359 | $3.72M | $3.72M | $5,885.51 | 0.16% |