| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 112,989 | $2.6M | $2.53M | -$68,936.62 | -2.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 34,314 | $787,242.08 | $769,319.88 | -$17,922.2 | -2.28% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 36,501 | $825,491.27 | $822,002.52 | -$3,488.75 | -0.42% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,188 | $304,657.66 | $297,059.7 | -$7,597.96 | -2.49% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,062 | $299,554.94 | $293,372.52 | -$6,182.42 | -2.06% |
David Hunter Horizons Wealth Management | 23,279 | $540,646.66 | $524,359.47 | -$16,287.19 | -3.01% |
David Bach River Street Advisors LLC | 10,513 | $242,851 | $236,857.89 | -$5,993.11 | -2.47% |
Jeffrey Steele Silverlake Wealth Management LLC | 14,048 | $323,812.56 | $316,500.04 | -$7,312.52 | -2.26% |
Berkeley Harrison Sterling Financial Group, Inc. | 206,991 | $4.78M | $4.66M | -$124,642.56 | -2.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,225 | $74,584.89 | $72,304.5 | -$2,280.39 | -3.06% |
Matthew J. Syverson Sound Stewardship, LLC | 12,556 | $279,537 | $282,698.34 | $3,161.34 | 1.13% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 9,787 | $222,345.78 | $220,222.18 | -$2,123.6 | -0.96% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 178,979 | $4.13M | $4.03M | -$102,033.44 | -2.47% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 169,747 | $3.86M | $3.83M | -$33,720.15 | -0.87% |
Tammy Trenta FF Advisors,LLC | 12,961 | $302,551.84 | $292,011.33 | -$10,540.51 | -3.48% |
D. Garet Strange Hobbs Group Advisors, LLC | 23,179 | $538,800.9 | $522,106.97 | -$16,693.93 | -3.1% |
Lindsey Cooksen Cooksen Wealth, LLC | 15,203 | $357,194 | $342,371.56 | -$14,822.44 | -4.15% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,490 | $241,585 | $236,182.35 | -$5,402.65 | -2.24% |
Taryn Anderson YANKCOM Partnership | 10,759 | $245,098.21 | $242,292.68 | -$2,805.53 | -1.14% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 15,847 | $362,234.05 | $357,032.91 | -$5,201.14 | -1.44% |