| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 134,993 | $10.49M | $10.34M | -$151,838.76 | -1.45% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,945 | $230,138.96 | $225,483.92 | -$4,655.04 | -2.02% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,015 | $1.78M | $1.76M | -$19,264.53 | -1.08% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 379,326 | $29.74M | $29.04M | -$698,517.6 | -2.35% |
Cole Holmlund Alaethes Wealth LLC | 413,112 | $32.39M | $31.62M | -$766,331.2 | -2.37% |
Kyle P. Smith NewEdge Wealth LLC | 350,850 | $27.24M | $26.85M | -$388,864.85 | -1.43% |
Matt Hunter Heartland Bank & Trust Co. | 823,649 | $63.73M | $63.04M | -$691,865.16 | -1.09% |
Alexandria Fry Dentgroup LLC | 4,825 | $374,736.49 | $369,305.5 | -$5,430.99 | -1.45% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 70,333 | $5.44M | $5.38M | -$58,728.06 | -1.08% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,588 | $279,917.79 | $274,679.34 | -$5,238.45 | -1.87% |
| RT Robert Tutela Essex LLC | 464,036 | $36.29M | $35.52M | -$761,032.39 | -2.1% |
Bobby Adusumilli SJS Investment Consulting Inc. | 437,209 | $33.94M | $33.49M | -$451,773.18 | -1.33% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,103 | $241,723.7 | $237,612.22 | -$4,111.48 | -1.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,212 | $248,544.56 | $246,023.14 | -$2,521.42 | -1.01% |
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 192,792 | $14.7M | $14.77M | $68,344.6 | 0.46% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 343,078 | $26.62M | $26.28M | -$340,102.88 | -1.28% |
Dave Reichert Echo45 Advisors LLC | 63,629 | $4.95M | $4.87M | -$78,953.85 | -1.59% |
| MWM Magnolia Wealth Management LLC Magnolia Wealth Management LLC | 716,770 | $54.78M | $54.92M | $134,469.91 | 0.25% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 5,452 | $421,871 | $416,968.96 | -$4,902.04 | -1.16% |
Michael Byun SageView Advisory Group LLC | 4,971 | $389,746.71 | $380,082.66 | -$9,664.05 | -2.48% |