| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 101 | $5,278.26 | $5,126.76 | -$151.5 | -2.87% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,479 | $1.07M | $1.05M | -$21,891.84 | -2.05% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 7,460 | $380,923.37 | $380,060.14 | -$863.23 | -0.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 836 | $43,254.64 | $42,527.32 | -$727.32 | -1.68% |
| TB Thomas Baker Blue Oak Capital LLC | 334,101 | $17.06M | $17.01M | -$42,592.29 | -0.25% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 94,318 | $4.95M | $4.79M | -$161,433.76 | -3.26% |
Bethany Wagner Level Financial Advisors | 15,384 | $791,883.77 | $780,891.84 | -$10,991.93 | -1.39% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,053 | $369,789 | $358,010.28 | -$11,778.72 | -3.19% |
Alexander Eichhorn Tanager Wealth Management LLP | 27,362 | $1.41M | $1.39M | -$16,862.72 | -1.2% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 4,514 | $239,344.81 | $229,130.64 | -$10,214.17 | -4.27% |
Marc Dacanay Geometric Wealth Advisors | 11,985 | $620,325.03 | $609,758.45 | -$10,566.58 | -1.7% |
Jacob B. Rue Shore Point Advisors LLC | 7,748 | $399,737.44 | $393,288.48 | -$6,448.96 | -1.61% |
John Gorlow Cardiff Park Advisors LLC | 2,161 | $111,958.81 | $109,940.87 | -$2,017.94 | -1.8% |
Brett Lee Planning Center Inc. | 193,316 | $9.98M | $9.81M | -$167,149.31 | -1.67% |
Sue Cox BetterWealth LLC | 17,042 | $883,371.71 | $865,051.92 | -$18,319.79 | -2.07% |
| EM Erin Mccann Simplicity Wealth LLC | 290,108 | $15.05M | $14.73M | -$319,253.96 | -2.12% |
Thomas Mason Mason & Associates Inc. | 13,119 | $679,563.24 | $665,920.44 | -$13,642.8 | -2.01% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,201 | $485,533.61 | $467,042.76 | -$18,490.85 | -3.81% |
Lincoln Bach Delap Wealth Advisory LLC | 13,214 | $677,486.44 | $670,742.64 | -$6,743.8 | -1% |
Sean Murray Quantum Financial Advisors LLC | 540,560 | $27.89M | $27.44M | -$448,966.33 | -1.61% |