| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 243,399 | $10.95M | $10.03M | -$912,733.23 | -8.34% |
| AVO Anthony Van Ore NOTTINGHAM ADVISORS Inc. | 298,421 | $9.49M | $12.3M | $2.81M | 29.66% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 27,290 | $1.16M | $1.14M | -$20,590.78 | -1.78% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 16,487 | $645,349.04 | $682,891.54 | $37,542.5 | 5.82% |
Steve Wachs Legacy CG LLC | 437,775 | $17.2M | $18.11M | $917,086.4 | 5.33% |
Craig Kurth PCG Wealth Advisors LLC | 17,277 | $735,145.62 | $720,710.05 | -$14,435.57 | -1.96% |
April Lamb Sovereign Investment Advisors LLC | 696,182 | $25.63M | $28.79M | $3.16M | 12.31% |
David Mailloux WealthCare Investment Partners LLC | 18,952 | $789,399.78 | $791,246 | $1,846.22 | 0.23% |
Patrick O'Connell Security Financial Services Inc. | 7,235 | $325,357.95 | $302,061.25 | -$23,296.7 | -7.16% |
Michael Stulic Astoria Portfolio Advisors LLC | 9,136 | $363,243.47 | $379,189.68 | $15,946.21 | 4.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 142 | $5,954 | $5,853.24 | -$100.76 | -1.69% |
James Rankin Modern Wealth Management, LLC | 466,169 | $18.21M | $19.34M | $1.13M | 6.18% |
Jennifer Lutz Trademark Financial Management, LLC | 14,390 | $580,127.2 | $594,019.2 | $13,892 | 2.39% |
James J. Karabas Embree Financial Group | 5,680 | $255,434 | $236,117.6 | -$19,316.4 | -7.56% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 29,911 | $1.33M | $1.24M | -$91,059.94 | -6.83% |
| HAS Hayley A. Snell LRI Investments, LLC | 30,001 | $1.35M | $1.24M | -$106,503.58 | -7.89% |
Samantha Cox Capital Investment Counsel, LLC | 298,744 | $13.43M | $12.43M | -$1.01M | -7.48% |
Camaron Barta BXM Wealth LLC | 22,625 | $971,583.04 | $944,820 | -$26,763.04 | -2.75% |
| SC Stacey Cole Haven Private LLC | 10,922 | $491,162 | $455,065.13 | -$36,096.87 | -7.35% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 6,215 | $214,956.23 | $259,600.55 | $44,644.32 | 20.77% |