| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 43,500 | $912,840 | $906,757.5 | -$6,082.5 | -0.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,517 | $200,013.53 | $198,381.86 | -$1,631.67 | -0.82% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 46,617 | $984,090.5 | $973,596.04 | -$10,494.46 | -1.07% |
David Hunter Horizons Wealth Management | 12,605 | $266,280.68 | $260,860.47 | -$5,420.21 | -2.04% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 117,801 | $2.48M | $2.46M | -$21,986.81 | -0.89% |
Berkeley Harrison Sterling Financial Group, Inc. | 36,270 | $761,675.28 | $750,607.65 | -$11,067.63 | -1.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,238 | $46,986.66 | $46,315.41 | -$671.25 | -1.43% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 216,030 | $4.54M | $4.47M | -$73,000.81 | -1.61% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 181,265 | $3.81M | $3.75M | -$57,491.82 | -1.51% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 12,208 | $254,907 | $252,644.56 | -$2,262.44 | -0.89% |
VestGen Advisors LLC VestGen Advisors LLC | 50,598 | $1.05M | $1.05M | $2,315.25 | 0.22% |
Bradley Wilson Crews Bank & Trust | 13,265 | $277,845.92 | $274,519.17 | -$3,326.75 | -1.2% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 106,337 | $2.24M | $2.2M | -$39,239.38 | -1.75% |