| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,795 | $548,272.98 | $537,017.55 | -$11,255.43 | -2.05% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 13,293 | $227,452.96 | $226,763.96 | -$689 | -0.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,485 | $518,815.96 | $466,695.3 | -$52,120.66 | -10.05% |
Kristofer Gray Integrity Financial Corp. /WA | 277 | $4,747.78 | $4,549.45 | -$198.33 | -4.18% |
Andrea Butler Sequent Planning LLC | 291,198 | $5.28M | $4.92M | -$360,008.71 | -6.82% |
Chandler te Velde Maia Wealth LLC | 273,341 | $4.69M | $4.49M | -$195,712.19 | -4.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,166 | $24,314.21 | $19,150.38 | -$5,163.83 | -21.24% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 30,717 | $596,747.66 | $504,496.01 | -$92,251.65 | -15.46% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 11,147 | $192,218.87 | $183,078.33 | -$9,140.54 | -4.76% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 250 | $4,589 | $4,106 | -$483 | -10.53% |
| DN Daniel Newman Noble Wealth Management PBC | 1,450 | $26,190 | $23,814.8 | -$2,375.2 | -9.07% |
| DR Don Ruffin Park Square Financial Group LLC | 36 | $660.77 | $591.26 | -$69.51 | -10.52% |