| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 75,051 | $727,990 | $712,233.99 | -$15,756.01 | -2.16% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,149 | $40,951.86 | $39,539.97 | -$1,411.89 | -3.45% |
| KL Kahyeong Lee Oak Hill Advisors LP | 578,922 | $5.32M | $5.47M | $150,930.66 | 2.84% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 66,445 | $669,021.48 | $627,905.25 | -$41,116.23 | -6.15% |
| BO Brian Oliveira Clear Street Group Inc. | 25,759 | $249,862 | $245,225.68 | -$4,636.32 | -1.86% |
Kimberly Cappellano Private Wealth Asset Management LLC | 300 | $3,186 | $2,865 | -$321 | -10.08% |
Sima Elimelech Activest Wealth Management | 3,888 | $37,713.6 | $36,624.96 | -$1,088.64 | -2.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,240 | $109,028 | $106,218 | -$2,810 | -2.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,242 | $42,511.56 | $39,959.64 | -$2,551.92 | -6% |
Seth Scher Matrix Private Capital Group LLC | 10,000 | $95,900 | $94,500 | -$1,400 | -1.46% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,000 | $40,350 | $37,680 | -$2,670 | -6.62% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 396,179 | $3.81M | $3.73M | -$78,686.37 | -2.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 13,947 | $145,016.8 | $131,380.74 | -$13,636.06 | -9.4% |
Rachel Faulk Cape Investment Advisory Inc. | 15,124 | $153,064.34 | $142,468.08 | -$10,596.26 | -6.92% |
Daniel Guy Ethos Financial Group LLC | 84,593 | $883,151.15 | $796,866.06 | -$86,285.09 | -9.77% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 43,429 | $406,512.06 | $409,101.18 | $2,589.12 | 0.64% |
Scott Register Register Financial Advisors LLC | 28,560 | $310,402.83 | $269,035.2 | -$41,367.63 | -13.33% |
David Stevens Stevens Capital Partners | 10,000 | $97,000 | $94,900 | -$2,100 | -2.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,706 | $155,656.91 | $138,530.52 | -$17,126.39 | -11% |
James Rankin Modern Wealth Management, LLC | 64,107 | $690,890.94 | $605,811.15 | -$85,079.79 | -12.31% |