| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,061 | $346,620 | $323,332.69 | -$23,287.31 | -6.72% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 26,941 | $648,944.59 | $626,515.65 | -$22,428.94 | -3.46% |
Jonathan Yarger Yarger Wealth Strategies LLC | 16,008 | $380,294.7 | $372,586.2 | -$7,708.5 | -2.03% |
| KB Kimberly Byrne Bill Few Associates Inc. | 9,420 | $228,529.2 | $217,272.31 | -$11,256.89 | -4.93% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 122,522 | $2.97M | $2.84M | -$129,736.01 | -4.36% |
Berkeley Harrison Sterling Financial Group, Inc. | 31,062 | $755,738 | $720,638.4 | -$35,099.6 | -4.64% |
William Ertel Tassel Capital Management, Inc. | 16,697 | $406,331.17 | $387,620.85 | -$18,710.32 | -4.6% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 34,174 | $825,833.31 | $795,570.72 | -$30,262.59 | -3.66% |
Clark Asset Management LLC Clark Asset Management LLC | 46,519 | $1.14M | $1.08M | -$59,689.35 | -5.24% |
Buddy Levy Nestegg Advisors Inc. | 124,044 | $3.05M | $2.88M | -$165,052.84 | -5.42% |