| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 10,553 | $277,010 | $275,960.95 | -$1,049.05 | -0.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,660 | $386,795.94 | $383,065.8 | -$3,730.14 | -0.96% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 14,989 | $390,374.62 | $388,110.18 | -$2,264.44 | -0.58% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 307,346 | $8.15M | $8.03M | -$123,822.13 | -1.52% |
| LWL Leo Wealth LLC Leo Wealth LLC | 282,511 | $7.55M | $7.32M | -$235,825.34 | -3.12% |
Matthew C. Jessup Jessup Wealth Management Inc. | 31,342 | $835,612.33 | $817,399.36 | -$18,212.97 | -2.18% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4 | $109 | $103.57 | -$5.43 | -4.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,850 | $309,894.1 | $306,836.79 | -$3,057.31 | -0.99% |
William Ertel Tassel Capital Management, Inc. | 8,495 | $222,981 | $222,144.25 | -$836.75 | -0.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 107,117 | $2.82M | $2.77M | -$47,578.3 | -1.69% |
James Rankin Modern Wealth Management, LLC | 16,867 | $451,525.63 | $440,650.37 | -$10,875.26 | -2.41% |
VestGen Advisors LLC VestGen Advisors LLC | 17,526 | $463,752.42 | $457,078.08 | -$6,674.34 | -1.44% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 1,025 | $26,684.71 | $26,783.25 | $98.54 | 0.37% |