| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 10,553 | $277,010 | $263,012.42 | -$13,997.58 | -5.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,660 | $386,795.94 | $365,371.18 | -$21,424.76 | -5.54% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 14,989 | $390,374.62 | $374,949.83 | -$15,424.79 | -3.95% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 307,346 | $8.15M | $7.7M | -$454,219.08 | -5.57% |
| LWL Leo Wealth LLC Leo Wealth LLC | 282,511 | $7.55M | $7.05M | -$500,820.66 | -6.63% |
Matthew C. Jessup Jessup Wealth Management Inc. | 31,342 | $835,612.33 | $784,803.68 | -$50,808.65 | -6.08% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4 | $109 | $99.78 | -$9.22 | -8.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 64 | $1,680 | $1,595.07 | -$84.93 | -5.06% |
William Ertel Tassel Capital Management, Inc. | 8,495 | $222,981 | $212,120.15 | -$10,860.85 | -4.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 100,795 | $2.65M | $2.52M | -$129,740.85 | -4.89% |
James Rankin Modern Wealth Management, LLC | 16,867 | $451,525.63 | $421,675 | -$29,850.63 | -6.61% |
VestGen Advisors LLC VestGen Advisors LLC | 17,526 | $463,752.42 | $438,500.52 | -$25,251.9 | -5.45% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 1,025 | $26,684.71 | $25,578.87 | -$1,105.84 | -4.14% |