| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 24,645 | $1.57M | $1.53M | -$41,118.31 | -2.62% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 6,037 | $381,170.33 | $374,263.81 | -$6,906.52 | -1.81% |
Bethany Wagner Level Financial Advisors | 21,461 | $1.34M | $1.33M | -$11,648.48 | -0.87% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,944 | $499,228.18 | $491,654.16 | -$7,574.02 | -1.52% |
Jennifer Scott Scott Capital Advisors LLC | 25,826 | $1.66M | $1.6M | -$53,814.67 | -3.25% |
| SC Sue Cox BetterWealth LLC | 25,375 | $1.59M | $1.57M | -$17,893.82 | -1.13% |
Michael Byun SageView Advisory Group LLC | 174,160 | $11.2M | $10.79M | -$406,488.01 | -3.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,399 | $215,496.6 | $210,670.02 | -$4,826.58 | -2.24% |
Benjamin Cauley Carr Financial Group Corp. | 7,166 | $437,520.79 | $444,220.34 | $6,699.55 | 1.53% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 63 | $3,966.73 | $3,904.74 | -$61.99 | -1.56% |
| THL Team Hewins LLC Team Hewins LLC | 37,176 | $2.36M | $2.3M | -$52,897.45 | -2.24% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 6,031 | $383,752.53 | $373,861.69 | -$9,890.84 | -2.58% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 2,830 | $177,536.6 | $175,431.7 | -$2,104.9 | -1.19% |
| PW Pavin White 25 LLC | 5,208 | $330,187 | $322,843.92 | -$7,343.08 | -2.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,733 | $173,901 | $169,596.31 | -$4,304.69 | -2.48% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 17,547 | $1.11M | $1.09M | -$24,528.55 | -2.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,500 | $155,927 | $154,975 | -$952 | -0.61% |
James Rankin Modern Wealth Management, LLC | 18,958 | $1.19M | $1.18M | -$19,429.3 | -1.63% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 8,578 | $537,029.8 | $531,750.22 | -$5,279.58 | -0.98% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 4,525 | $284,306 | $280,504.75 | -$3,801.25 | -1.34% |