| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 24,905 | $626,110 | $593,984.25 | -$32,125.75 | -5.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,036 | $300,711.02 | $287,058.6 | -$13,652.42 | -4.54% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 41,904 | $1.06M | $1.01M | -$49,908.52 | -4.72% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,157 | $309,652.82 | $289,944.45 | -$19,708.37 | -6.36% |
David Hunter Horizons Wealth Management | 1,858 | $43,863.66 | $44,666.32 | $802.66 | 1.83% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 120,053 | $3.03M | $2.88M | -$143,351.51 | -4.73% |
Berkeley Harrison Sterling Financial Group, Inc. | 33,863 | $856,267.93 | $812,712 | -$43,555.93 | -5.09% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 173,161 | $4.34M | $4.16M | -$182,089.21 | -4.2% |
VestGen Advisors LLC VestGen Advisors LLC | 28,667 | $710,909.49 | $688,008 | -$22,901.49 | -3.22% |
Bradley Wilson Crews Bank & Trust | 11,040 | $277,153.72 | $264,960 | -$12,193.72 | -4.4% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 8,992 | $225,518.96 | $216,077.76 | -$9,441.2 | -4.19% |
Clark Asset Management LLC Clark Asset Management LLC | 88,780 | $2.22M | $2.13M | -$90,453.04 | -4.07% |