| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 183,954 | $4.17M | $4.11M | -$55,188.09 | -1.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 859 | $19,044.03 | $19,131.48 | $87.45 | 0.46% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,982 | $204,498.84 | $178,158.24 | -$26,340.6 | -12.88% |
Bobby Adusumilli SJS Investment Consulting Inc. | 120 | $2,732.4 | $2,674.8 | -$57.6 | -2.11% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,707 | $262,463.17 | $260,714.89 | -$1,748.28 | -0.67% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,825 | $222,143.25 | $218,999.25 | -$3,144 | -1.42% |
| LV Leah Vaden Redwood Financial Network Corp. | 18,451 | $409,058.67 | $412,103.08 | $3,044.41 | 0.74% |
Jill Batley Gateway Wealth Partners LLC | 9,004 | $202,860 | $200,699.16 | -$2,160.84 | -1.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,268 | $141,589.04 | $139,713.72 | -$1,875.32 | -1.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 202,825 | $4.59M | $4.52M | -$73,015.74 | -1.59% |
James Rankin Modern Wealth Management, LLC | 27,515 | $621,288.82 | $614,134.8 | -$7,154.02 | -1.15% |
Amir Har-El Savvy Advisors, Inc. | 59,874 | $1.34M | $1.33M | -$3,925.18 | -0.29% |
David Maxey Heritage Family Offices, LLP | 9,314 | $212,061.66 | $207,609.06 | -$4,452.6 | -2.1% |
| CL Chris Lein Partners Wealth Management LLC | 50,093 | $1.11M | $1.12M | $6,254.31 | 0.56% |
Adam Scott Argyle Capital Partners LLC | 16,450 | $372,593 | $367,410.75 | -$5,182.25 | -1.39% |