| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 183,954 | $4.17M | $3.98M | -$191,314.05 | -4.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 859 | $19,044.03 | $18,562.99 | -$481.04 | -2.53% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 56,551 | $1.26M | $1.23M | -$33,718.72 | -2.67% |
| SA Sheila Asher LAFFER TENGLER INVESTMENTS Inc. | 59,845 | $1.36M | $1.29M | -$63,248.84 | -4.66% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,707 | $262,463.17 | $254,334.57 | -$8,128.6 | -3.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,825 | $222,143.25 | $213,300.75 | -$8,842.5 | -3.98% |
| LV Leah Vaden Redwood Financial Network Corp. | 18,451 | $409,058.67 | $401,124.74 | -$7,933.93 | -1.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,073 | $92,253.32 | $88,017.53 | -$4,235.79 | -4.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 202,825 | $4.59M | $4.4M | -$192,682.49 | -4.19% |
James Rankin Modern Wealth Management, LLC | 27,515 | $621,288.82 | $598,451.25 | -$22,837.57 | -3.68% |
Amir Har-El Savvy Advisors, Inc. | 59,858 | $1.34M | $1.3M | -$37,443.43 | -2.8% |
David Maxey Heritage Family Offices, LLP | 9,314 | $212,061.66 | $202,393.22 | -$9,668.44 | -4.56% |
| CL Chris Lein Partners Wealth Management LLC | 50,093 | $1.11M | $1.09M | -$22,048.24 | -1.99% |
Adam Scott Argyle Capital Partners LLC | 16,450 | $372,593 | $357,376.25 | -$15,216.75 | -4.08% |