| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 5,216 | $226,784 | $223,557.76 | -$3,226.24 | -1.42% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 57,002 | $2.5M | $2.44M | -$62,431.54 | -2.5% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 51,718 | $2.28M | $2.2M | -$72,038.17 | -3.17% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 425,705 | $19.58M | $18.19M | -$1.38M | -7.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,173 | $268,241.12 | $262,969.8 | -$5,271.32 | -1.97% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 23,305 | $1.01M | $992,793 | -$19,809.25 | -1.96% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 197 | $8,565.56 | $8,419.78 | -$145.78 | -1.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,338 | $288,855.29 | $269,998.8 | -$18,856.49 | -6.53% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 14,317 | $617,609.49 | $609,904.2 | -$7,705.29 | -1.25% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 5,364 | $235,814.92 | $228,506.4 | -$7,308.52 | -3.1% |
Ana-Maria Ignat Covestor Ltd | 1,886 | $84,156.04 | $80,833.96 | -$3,322.08 | -3.95% |
| EM Erin Mccann Simplicity Wealth LLC | 6,931 | $302,399.53 | $295,260.6 | -$7,138.93 | -2.36% |
Dan Mohr Retireful LLC | 6,191 | $269,184.68 | $263,736.6 | -$5,448.08 | -2.02% |
Mark Fiskio Empirical Asset Management LLC | 26,589 | $1.15M | $1.14M | -$14,909.09 | -1.29% |
Jim Clark Worth Asset Management LLC | 12,231 | $531,257.46 | $521,040.6 | -$10,216.86 | -1.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,503 | $544,348.09 | $532,627.8 | -$11,720.29 | -2.15% |
Kevin Zemann WealthPlan Investment Management LLC | 487,680 | $21.35M | $20.78M | -$574,978.46 | -2.69% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 31,017 | $1.35M | $1.33M | -$19,230.54 | -1.43% |
David Kennon David Kennon Inc | 24,427 | $1.03M | $1.04M | $8,193.93 | 0.79% |
Stephen Cheifetz Kades & Cheifetz LLC | 9,070 | $389,284 | $386,382 | -$2,902 | -0.75% |