| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 474,617 | $9.83M | $9.72M | -$109,638.48 | -1.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,504 | $892,432.03 | $867,081.6 | -$25,350.43 | -2.84% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 15,409 | $319,649.23 | $315,563.99 | -$4,085.24 | -1.28% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 27,540 | $583,228.44 | $563,330.7 | -$19,897.74 | -3.41% |
Jeff Ameen Spire Wealth Management | 29,950 | $614,417.45 | $610,081.5 | -$4,335.95 | -0.71% |
Kyle P. Smith NewEdge Wealth LLC | 59,463 | $1.23M | $1.22M | -$15,159.94 | -1.23% |
Shad Lamm Keystone Wealth Services LLC | 21,000 | $439,797 | $427,770 | -$12,027 | -2.73% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,859 | $58,963.06 | $58,237.83 | -$725.23 | -1.23% |
Timothy R. Guthrie Bullseye Investment Management LLC | 180,228 | $3.69M | $3.67M | -$15,493.44 | -0.42% |
| DW Darren Woolson Asset Allocation Strategies LLC | 30,088 | $630,038.14 | $615,450.04 | -$14,588.1 | -2.32% |
Timothy Gerlach Novem Group | 24,041 | $498,790.68 | $489,715.17 | -$9,075.51 | -1.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,084 | $258,235.08 | $246,151.08 | -$12,084 | -4.68% |
Loni Adams Daymark Wealth Partners LLC | 36,703 | $772,919.95 | $747,640.11 | -$25,279.84 | -3.27% |
| BG Becki Goebel TCP Asset Management LLC | 1.51M | $31.72M | $30.7M | -$1.02M | -3.23% |
Robert B. LaRue Owen LaRue LLC | 299,015 | $6.2M | $6.09M | -$111,826.68 | -1.8% |
Jill Batley Gateway Wealth Partners LLC | 167,614 | $3.5M | $3.41M | -$83,177.67 | -2.38% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 27,909 | $572,808.61 | $569,343.6 | -$3,465.01 | -0.6% |
Shawn Scholz Impact Partnership Wealth, LLC | 36,140 | $766,237.61 | $736,171.8 | -$30,065.81 | -3.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 613 | $12,719.75 | $12,486.81 | -$232.94 | -1.83% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 54,111 | $1.15M | $1.1M | -$47,139.94 | -4.1% |