| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 112,989 | $2.6M | $2.6M | -$1,143.22 | -0.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 34,314 | $787,242.08 | $790,079.85 | $2,837.77 | 0.36% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 36,501 | $825,491.27 | $841,530.55 | $16,039.28 | 1.94% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,188 | $304,657.66 | $301,477.68 | -$3,179.98 | -1.04% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,062 | $299,554.94 | $298,597.32 | -$957.62 | -0.32% |
David Hunter Horizons Wealth Management | 23,343 | $542,112.26 | $533,620.98 | -$8,491.28 | -1.57% |
David Bach River Street Advisors LLC | 10,513 | $242,851 | $240,327.18 | -$2,523.82 | -1.04% |
Jeffrey Steele Silverlake Wealth Management LLC | 14,048 | $323,812.56 | $321,137.28 | -$2,675.28 | -0.83% |
Berkeley Harrison Sterling Financial Group, Inc. | 206,991 | $4.78M | $4.73M | -$50,063.7 | -1.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,926 | $137,012.26 | $135,468.36 | -$1,543.9 | -1.13% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 9,787 | $222,345.78 | $223,730.82 | $1,385.04 | 0.62% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 178,979 | $4.13M | $4.09M | -$42,075.47 | -1.02% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 169,747 | $3.86M | $3.88M | $19,750.16 | 0.51% |
Tammy Trenta FF Advisors,LLC | 12,961 | $302,551.84 | $296,288.46 | -$6,263.38 | -2.07% |
D. Garet Strange Hobbs Group Advisors, LLC | 23,179 | $538,800.9 | $533,937.54 | -$4,863.36 | -0.9% |
Lindsey Cooksen Cooksen Wealth, LLC | 15,203 | $357,194 | $347,540.58 | -$9,653.42 | -2.7% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,490 | $241,585 | $239,801.4 | -$1,783.6 | -0.74% |
Taryn Anderson YANKCOM Partnership | 10,759 | $245,098.21 | $245,950.74 | $852.53 | 0.35% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 15,847 | $362,234.05 | $362,262.42 | $28.37 | 0.01% |
VestGen Advisors LLC VestGen Advisors LLC | 79,868 | $1.82M | $1.84M | $19,448.1 | 1.07% |