| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,083 | $2.15M | $2.05M | -$100,275.61 | -4.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,460 | $144,204.47 | $136,081.8 | -$8,122.67 | -5.63% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 43,151 | $1.8M | $1.71M | -$93,850.57 | -5.22% |
Dipen Mehta Invst LLC | 10,067 | $417,985.51 | $398,149.85 | -$19,835.66 | -4.75% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 36,068 | $1.51M | $1.43M | -$80,211.65 | -5.32% |
Bethany Wagner Level Financial Advisors | 380,658 | $15.77M | $15.06M | -$710,779.69 | -4.51% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 45,795 | $1.87M | $1.81M | -$58,488.45 | -3.13% |
Spencer Rand Five Oceans Advisors | 254,425 | $10.33M | $10.08M | -$251,871.18 | -2.44% |
Rick Hurley Heirloom Wealth Management | 151,801 | $6.32M | $6.02M | -$307,006.32 | -4.86% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,332 | $56,213.25 | $52,720.56 | -$3,492.69 | -6.21% |
Marc Dacanay Geometric Wealth Advisors | 531,015 | $21.91M | $21.01M | -$900,804.94 | -4.11% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 182 | $7,593.04 | $7,158.06 | -$434.98 | -5.73% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 125,241 | $5.2M | $4.95M | -$252,166 | -4.85% |
| EM Eric Malden Shearwater Capital LLC | 40,188 | $1.8M | $1.59M | -$207,334.29 | -11.54% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 110 | $4,571.6 | $4,354.9 | -$216.7 | -4.74% |
Caitlin Garner SC&H Financial Advisors Inc. | 9,063 | $380,441.84 | $359,121.37 | -$21,320.47 | -5.6% |
Samantha Pierangeli City State Bank | 77,711 | $3.23M | $3.08M | -$149,349.87 | -4.62% |
Brett Lee Planning Center Inc. | 1.09M | $44.65M | $42.97M | -$1.68M | -3.76% |
Allison Tronnes Forum Financial Management LP | 146,508 | $6.19M | $5.79M | -$394,106.52 | -6.37% |
Michael Byun SageView Advisory Group LLC | 33,648 | $1.39M | $1.33M | -$54,285.53 | -3.92% |