| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 73,780 | $1.62M | $1.6M | -$13,531.7 | -0.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,640 | $607,623.52 | $601,584.6 | -$6,038.92 | -0.99% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,923 | $325,470.63 | $322,262.18 | -$3,208.45 | -0.99% |
David Hunter Horizons Wealth Management | 25,494 | $558,055.84 | $550,542.93 | -$7,512.91 | -1.35% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 82,807 | $1.8M | $1.81M | $8,828.33 | 0.49% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,194 | $198,406.42 | $198,544.43 | $138.01 | 0.07% |
Berkeley Harrison Sterling Financial Group, Inc. | 35,225 | $766,313.4 | $760,683.87 | -$5,629.53 | -0.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,211 | $136,507.7 | $134,126.54 | -$2,381.16 | -1.74% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 199,682 | $4.38M | $4.31M | -$64,289.34 | -1.47% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 173,734 | $3.81M | $3.75M | -$56,776.47 | -1.49% |
D. Garet Strange Hobbs Group Advisors, LLC | 16,034 | $351,081.22 | $349,861.88 | -$1,219.34 | -0.35% |
Kyle Jones Pineridge Advisors LLC | 14,252 | $310,274.43 | $307,771.94 | -$2,502.49 | -0.81% |
Taryn Anderson YANKCOM Partnership | 7,900 | $169,850 | $170,600.5 | $750.5 | 0.44% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 16,716 | $362,150.52 | $360,982.02 | -$1,168.5 | -0.32% |
VestGen Advisors LLC VestGen Advisors LLC | 76,274 | $1.65M | $1.66M | $11,139.73 | 0.67% |
Grant Reeves CVFG LLC | 13,366 | $291,557.06 | $291,178.31 | -$378.75 | -0.13% |
Bradley Wilson Crews Bank & Trust | 9,110 | $197,869 | $196,730.45 | -$1,138.55 | -0.58% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 9,926 | $214,278.07 | $214,351.97 | $73.9 | 0.03% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 112,774 | $2.46M | $2.44M | -$27,240.43 | -1.11% |
Buddy Levy Nestegg Advisors Inc. | 11,874 | $257,203.83 | $256,419.03 | -$784.8 | -0.31% |