| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,400 | $1.01M | $1.01M | -$1,835 | -0.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,590 | $271,619.4 | $271,170.65 | -$448.75 | -0.17% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,608 | $121,661.28 | $121,444.2 | -$217.08 | -0.18% |
Kyle P. Smith NewEdge Wealth LLC | 48,517 | $3.67M | $3.66M | -$5,899.8 | -0.16% |
Shad Lamm Keystone Wealth Services LLC | 42,476 | $3.21M | $3.21M | $3,770.39 | 0.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,983 | $225,693.78 | $225,753.44 | $59.66 | 0.03% |
Brett Lee Planning Center Inc. | 20,119 | $1.52M | $1.52M | $3,311.09 | 0.22% |
Allison Tronnes Forum Financial Management LP | 4,930 | $373,003.8 | $373,102.4 | $98.6 | 0.03% |
Ed West Values First Advisors Inc. | 1,047 | $79,216.02 | $79,236.96 | $20.94 | 0.03% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 289,749 | $21.91M | $21.89M | -$22,774.96 | -0.1% |
Morgan Carter RFP Financial Group LLC | 261,650 | $19.8M | $19.78M | -$19,624.69 | -0.1% |
Stephen Smith Kestra Investment Management LLC | 8,200 | $620,385 | $620,576 | $191 | 0.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 102,867 | $7.77M | $7.78M | $14,073.54 | 0.18% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2,652 | $200,160 | $200,703.36 | $543.36 | 0.27% |
James Rankin Modern Wealth Management, LLC | 10,410 | $785,955.68 | $786,839.85 | $884.17 | 0.11% |
Amir Har-El Savvy Advisors, Inc. | 11,438 | $865,426.24 | $865,627.84 | $201.6 | 0.02% |
| ACL Attessa Capital LLC Attessa Capital LLC | 17,058 | $1.29M | $1.29M | $341.39 | 0.03% |
Michael Mills Mills Wealth Advisors LLC | 10,308 | $779,903 | $780,109.44 | $206.44 | 0.03% |
Pines Wealth Management LLC Pines Wealth Management LLC | 269,259 | $20.37M | $20.38M | $5,384.59 | 0.03% |
Melinda Trachsel Fiduciary Advisors Inc. | 806 | $60,925.34 | $60,998.08 | $72.74 | 0.12% |