| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 72,170 | $3.87M | $3.72M | -$147,546.5 | -3.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,608 | $84,334.31 | $82,892.4 | -$1,441.91 | -1.71% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 5,682 | $303,492.85 | $293,674.17 | -$9,818.68 | -3.24% |
Austin Private Wealth Austin Private Wealth LLC | 47,702 | $2.54M | $2.47M | -$74,388.9 | -2.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,303 | $548,254.28 | $532,613.58 | -$15,640.7 | -2.85% |
Bethany Wagner Level Financial Advisors | 44,317 | $2.29M | $2.29M | $1,215.43 | 0.05% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,436 | $338,710.73 | $332,290.68 | -$6,420.05 | -1.9% |
| KC Kasey Cook Maripau Wealth Management LLC | 5,215 | $275,016.63 | $269,824.1 | -$5,192.53 | -1.89% |
Nancy Williamson Helen Stephens Group LLC | 4,549 | $237,999.32 | $235,433.49 | -$2,565.83 | -1.08% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 9,902 | $526,070.75 | $511,438.3 | -$14,632.45 | -2.78% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 281 | $15,040.53 | $14,485.55 | -$554.98 | -3.69% |
Brett Lee Planning Center Inc. | 1.6M | $83.95M | $82.51M | -$1.44M | -1.72% |
| EM Erin Mccann Simplicity Wealth LLC | 54,083 | $2.91M | $2.8M | -$116,061.97 | -3.99% |
Adam Schwallier Schwallier Wealth Management LLC | 76,508 | $4.02M | $3.96M | -$62,930.84 | -1.57% |
Janelle Anderson Grand Wealth Management LLC | 4,954 | $259,194.54 | $256,022.72 | -$3,171.82 | -1.22% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 29,480 | $1.58M | $1.53M | -$52,521.07 | -3.33% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 19,178 | $1.01M | $991,502.6 | -$14,392.89 | -1.43% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 758 | $39,885.68 | $39,177.23 | -$708.45 | -1.78% |
Nelson J. Lam LAM GROUP Inc. | 10,205 | $533,925.66 | $528,311.83 | -$5,613.83 | -1.05% |
Stephen Smith Kestra Investment Management LLC | 337,014 | $17.94M | $17.4M | -$541,046.81 | -3.02% |