| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 72,170 | $3.87M | $3.79M | -$73,427.91 | -1.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,608 | $84,334.31 | $84,271.9 | -$62.41 | -0.07% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 5,682 | $303,492.85 | $298,744.79 | -$4,748.06 | -1.56% |
Austin Private Wealth Austin Private Wealth LLC | 47,702 | $2.54M | $2.49M | -$49,488.46 | -1.95% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,303 | $548,254.28 | $537,785.69 | -$10,468.59 | -1.91% |
Bethany Wagner Level Financial Advisors | 12,982 | $687,754.49 | $677,621.45 | -$10,133.04 | -1.47% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,273 | $330,375.16 | $327,431.78 | -$2,943.38 | -0.89% |
| KC Kasey Cook Maripau Wealth Management LLC | 5,215 | $275,016.63 | $272,979.17 | -$2,037.46 | -0.74% |
Nancy Williamson Helen Stephens Group LLC | 4,521 | $236,567.43 | $235,982.64 | -$584.79 | -0.25% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 9,902 | $526,070.75 | $516,854.69 | -$9,216.06 | -1.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 281 | $15,040.53 | $14,667.36 | -$373.17 | -2.48% |
Brett Lee Planning Center Inc. | 1.6M | $83.95M | $83.28M | -$672,714.61 | -0.8% |
| EM Erin Mccann Simplicity Wealth LLC | 54,083 | $2.91M | $2.82M | -$88,912.3 | -3.05% |
Adam Schwallier Schwallier Wealth Management LLC | 76,508 | $4.02M | $4M | -$17,179.06 | -0.43% |
Janelle Anderson Grand Wealth Management LLC | 4,954 | $259,194.54 | $259,317.13 | $122.59 | 0.05% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 29,480 | $1.58M | $1.55M | -$28,715.97 | -1.82% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 19,178 | $1.01M | $1M | -$4,861.42 | -0.48% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 758 | $39,885.68 | $39,736.94 | -$148.74 | -0.37% |
Nelson J. Lam LAM GROUP Inc. | 10,205 | $533,925.66 | $532,670.38 | -$1,255.28 | -0.24% |
Stephen Smith Kestra Investment Management LLC | 337,014 | $17.94M | $17.59M | -$351,644.94 | -1.96% |