| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,795 | $548,272.98 | $516,954.9 | -$31,318.08 | -5.71% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 13,293 | $227,452.96 | $218,138.13 | -$9,314.83 | -4.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,485 | $518,815.96 | $446,878.61 | -$71,937.35 | -13.87% |
Kristofer Gray Integrity Financial Corp. /WA | 277 | $4,747.78 | $4,543.94 | -$203.84 | -4.29% |
Andrea Butler Sequent Planning LLC | 291,198 | $5.28M | $4.77M | -$514,634.85 | -9.74% |
Chandler te Velde Maia Wealth LLC | 273,341 | $4.69M | $4.48M | -$201,151.67 | -4.29% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,166 | $24,314.21 | $19,093.25 | -$5,220.96 | -21.47% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 30,717 | $596,747.66 | $503,912.38 | -$92,835.28 | -15.56% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 11,147 | $192,218.87 | $182,922.27 | -$9,296.6 | -4.84% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 250 | $4,589 | $4,101.02 | -$487.98 | -10.63% |
| DN Daniel Newman Noble Wealth Management PBC | 1,450 | $26,190 | $23,780 | -$2,410 | -9.2% |
| DR Don Ruffin Park Square Financial Group LLC | 36 | $660.77 | $590.76 | -$70.01 | -10.6% |