| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,083 | $2.15M | $2.12M | -$33,609.37 | -1.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,460 | $144,204.47 | $140,216.5 | -$3,987.97 | -2.77% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 43,151 | $1.8M | $1.75M | -$48,542.02 | -2.7% |
Dipen Mehta Invst LLC | 10,067 | $417,985.51 | $408,418.19 | -$9,567.32 | -2.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 36,068 | $1.51M | $1.46M | -$46,307.73 | -3.07% |
Bethany Wagner Level Financial Advisors | 362,625 | $15.07M | $14.68M | -$380,741.8 | -2.53% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 40,592 | $1.67M | $1.64M | -$22,676.4 | -1.36% |
Spencer Rand Five Oceans Advisors | 254,425 | $10.33M | $10.3M | -$31,793.56 | -0.31% |
Rick Hurley Heirloom Wealth Management | 192,214 | $7.99M | $7.78M | -$210,404.92 | -2.63% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,332 | $56,213.25 | $53,939.34 | -$2,273.91 | -4.05% |
Marc Dacanay Geometric Wealth Advisors | 531,015 | $21.91M | $21.51M | -$393,685.62 | -1.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 182 | $7,593.04 | $7,370.09 | -$222.95 | -2.94% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 125,241 | $5.2M | $5.07M | -$128,803.62 | -2.48% |
| EM Eric Malden Shearwater Capital LLC | 39,646 | $1.78M | $1.61M | -$169,933.46 | -9.57% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 110 | $4,571.6 | $4,454.45 | -$117.15 | -2.56% |
Caitlin Garner SC&H Financial Advisors Inc. | 8,933 | $375,078.69 | $361,741.83 | -$13,336.86 | -3.56% |
Samantha Pierangeli City State Bank | 77,711 | $3.23M | $3.15M | -$83,295.52 | -2.58% |
Brett Lee Planning Center Inc. | 1.09M | $44.65M | $43.96M | -$693,972.01 | -1.55% |
Allison Tronnes Forum Financial Management LP | 146,508 | $6.19M | $5.93M | -$254,191.38 | -4.11% |
Michael Byun SageView Advisory Group LLC | 33,648 | $1.39M | $1.37M | -$20,132.81 | -1.45% |