| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 43,500 | $912,840 | $873,045 | -$39,795 | -4.36% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,517 | $200,013.53 | $191,006.19 | -$9,007.34 | -4.5% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 46,617 | $984,090.5 | $941,663.4 | -$42,427.1 | -4.31% |
David Hunter Horizons Wealth Management | 17,625 | $370,531.02 | $356,377.5 | -$14,153.52 | -3.82% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 117,801 | $2.48M | $2.38M | -$102,091.49 | -4.11% |
Berkeley Harrison Sterling Financial Group, Inc. | 36,270 | $761,675.28 | $734,104.8 | -$27,570.48 | -3.62% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 216,030 | $4.54M | $4.37M | -$172,374.61 | -3.79% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 181,265 | $3.81M | $3.67M | -$141,780.04 | -3.72% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 12,208 | $254,907 | $246,601.6 | -$8,305.4 | -3.26% |
VestGen Advisors LLC VestGen Advisors LLC | 50,598 | $1.05M | $1.02M | -$28,858.18 | -2.74% |
Bradley Wilson Crews Bank & Trust | 13,265 | $277,845.92 | $267,953 | -$9,892.92 | -3.56% |
Clark Asset Management LLC Clark Asset Management LLC | 106,337 | $2.24M | $2.15M | -$90,281.14 | -4.03% |