| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 101 | $5,278.26 | $5,061.11 | -$217.15 | -4.11% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,479 | $1.07M | $1.02M | -$44,541.61 | -4.17% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 7,460 | $380,923.37 | $374,343.55 | -$6,579.82 | -1.73% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 836 | $43,254.64 | $41,744.82 | -$1,509.82 | -3.49% |
| TB Thomas Baker Blue Oak Capital LLC | 334,101 | $17.06M | $16.74M | -$316,555.11 | -1.86% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 94,318 | $4.95M | $4.73M | -$222,749.89 | -4.5% |
Bethany Wagner Level Financial Advisors | 7,691 | $401,117.43 | $385,588.28 | -$15,529.15 | -3.87% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,053 | $369,789 | $353,214.24 | -$16,574.76 | -4.48% |
Alexander Eichhorn Tanager Wealth Management LLP | 27,362 | $1.41M | $1.37M | -$34,103.52 | -2.43% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 4,514 | $239,344.81 | $226,128.83 | -$13,215.98 | -5.52% |
Marc Dacanay Geometric Wealth Advisors | 11,985 | $620,325.03 | $600,867.97 | -$19,457.06 | -3.14% |
Jacob B. Rue Shore Point Advisors LLC | 7,996 | $412,025.84 | $401,239.28 | -$10,786.56 | -2.62% |
John Gorlow Cardiff Park Advisors LLC | 2,161 | $111,958.81 | $108,071.83 | -$3,886.98 | -3.47% |
Brett Lee Planning Center Inc. | 193,316 | $9.98M | $9.69M | -$292,804.71 | -2.93% |
Sue Cox BetterWealth LLC | 17,134 | $887,930.31 | $855,569.16 | -$32,361.15 | -3.64% |
| EM Erin Mccann Simplicity Wealth LLC | 290,108 | $15.05M | $14.54M | -$504,923.08 | -3.36% |
Thomas Mason Mason & Associates Inc. | 13,119 | $679,563.24 | $657,654.16 | -$21,909.08 | -3.22% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,881 | $519,227.36 | $494,149.8 | -$25,077.56 | -4.83% |
Sean Murray Quantum Financial Advisors LLC | 540,560 | $27.89M | $27.13M | -$762,491.13 | -2.73% |
Janelle Anderson Grand Wealth Management LLC | 9,214 | $480,553.79 | $461,344.98 | -$19,208.81 | -4% |