| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 12,205 | $322,470 | $318,306.4 | -$4,163.6 | -1.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,827 | $291,160.43 | $282,368.16 | -$8,792.27 | -3.02% |
Joseph Castro Nuveen LLC | 78,589 | $2.08M | $2.05M | -$26,696.88 | -1.29% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,554 | $41,678.28 | $40,528.32 | -$1,149.96 | -2.76% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 10,000 | $264,800 | $264,000 | -$800 | -0.3% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 92,450 | $2.45M | $2.44M | -$13,878 | -0.57% |
Tyler Glazier New Millennium Group LLC | 35 | $943.25 | $924 | -$19.25 | -2.04% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,850 | $252,653 | $256,888 | $4,235 | 1.68% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1.62M | $43.41M | $42.35M | -$1.06M | -2.45% |
Daniel Guy Ethos Financial Group LLC | 120,704 | $3.18M | $3.15M | -$35,204.7 | -1.11% |
Moises Valladares Insigneo Advisory Services LLC | 82,276 | $2.17M | $2.15M | -$27,973.92 | -1.29% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 15,095 | $390,324.11 | $393,602.12 | $3,278.01 | 0.84% |
Andy Warning Resolute Wealth Strategies LLC | 13,661 | $360,924 | $356,278.88 | -$4,645.12 | -1.29% |
Shawn Scholz Impact Partnership Wealth, LLC | 110,679 | $2.93M | $2.92M | -$10,075.83 | -0.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 102,958 | $2.69M | $2.72M | $32,684.68 | 1.22% |
Joseph C. Gissy Tactive Advisors, LLC | 14,164 | $378,824.82 | $373,929.6 | -$4,895.22 | -1.29% |
David McNeely Darden Wealth Group Inc | 17,428 | $462,548.09 | $460,099.2 | -$2,448.89 | -0.53% |
Angela Mari Abich Financial Wealth Management LLC | 632 | $16,950 | $16,482.56 | -$467.44 | -2.76% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 25,874 | $683,591 | $681,779.9 | -$1,811.1 | -0.26% |
Kyle Jones Pineridge Advisors LLC | 255 | $6,731.35 | $6,732 | $0.65 | 0.01% |