| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 21,841 | $563,610 | $530,526.63 | -$33,083.37 | -5.87% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 12,344 | $316,141.35 | $302,224.32 | -$13,917.03 | -4.4% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,919 | $310,986.85 | $290,942.79 | -$20,044.06 | -6.45% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,700 | $205,051 | $188,727 | -$16,324 | -7.96% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 108,391 | $2.8M | $2.67M | -$125,953.33 | -4.5% |
Berkeley Harrison Sterling Financial Group, Inc. | 154,131 | $4.01M | $3.78M | -$233,900.91 | -5.83% |
William Ertel Tassel Capital Management, Inc. | 15,372 | $393,886.15 | $378,304.92 | -$15,581.23 | -3.96% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 156,010 | $4M | $3.84M | -$163,844.1 | -4.1% |
VestGen Advisors LLC VestGen Advisors LLC | 27,155 | $700,089.28 | $665,569.05 | -$34,520.23 | -4.93% |
Bradley Wilson Crews Bank & Trust | 10,775 | $277,665.61 | $264,472.37 | -$13,193.24 | -4.75% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 9,736 | $250,631.35 | $238,239.92 | -$12,391.43 | -4.94% |
Clark Asset Management LLC Clark Asset Management LLC | 51,238 | $1.32M | $1.26M | -$60,682.55 | -4.6% |
Virtue Asset Management LLC Virtue Asset Management LLC | 14,784 | $378,597.9 | $362,503.68 | -$16,094.22 | -4.25% |