| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,182 | $411,270 | $390,929.16 | -$20,340.84 | -4.95% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 9,413 | $203,226.67 | $193,167.94 | -$10,058.73 | -4.95% |
| YA Yinka Akinsola Blue Trust Inc. | 215 | $4,596.7 | $4,381.7 | -$215 | -4.68% |
Steve Wachs Legacy CG LLC | 751,190 | $16.09M | $15.41M | -$682,879.5 | -4.24% |
Mariana Coli Dunhill Financial LLC | 99 | $2,170.32 | $2,031.62 | -$138.7 | -6.39% |
David Stevens Stevens Capital Partners | 11,644 | $249,647 | $238,937.21 | -$10,709.79 | -4.29% |
Courtney Holt Compound Planning, Inc. | 58,317 | $1.27M | $1.2M | -$71,680.43 | -5.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,060 | $108,841 | $103,838.28 | -$5,002.72 | -4.6% |
Andrea Butler Sequent Planning LLC | 139,124 | $3.03M | $2.85M | -$180,580.93 | -5.96% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1.86M | $39.81M | $38.07M | -$1.75M | -4.39% |