| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 24,198 | $592,961.94 | $571,314.78 | -$21,647.16 | -3.65% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,000 | $100,680 | $94,260 | -$6,420 | -6.38% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 318,150 | $8.01M | $7.44M | -$566,314.51 | -7.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 62,570 | $1.56M | $1.46M | -$95,258.87 | -6.11% |
| RB Robert Braglia AMERICAN FINANCIAL & TAX STRATEGIES Inc. | 112,434 | $2.73M | $2.66M | -$78,498.41 | -2.87% |
| NA Nizar Araji National Bank Of Canada /FI/ | 24,000 | $582,420 | $566,640 | -$15,780 | -2.71% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 5.45M | $134.09M | $128.66M | -$5.43M | -4.05% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 26,376 | $663,884 | $623,001.12 | -$40,882.88 | -6.16% |
| DH Doug Hutchinson Wrapmanager Inc | 10,574 | $266,147.58 | $249,705.01 | -$16,442.57 | -6.18% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 14,917 | $361,886.42 | $352,190.37 | -$9,696.05 | -2.68% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 264,522 | $6.55M | $6.25M | -$300,787.47 | -4.59% |
Asio Capital Asio Capital LLC | 363,936 | $8.9M | $8.59M | -$312,772.6 | -3.51% |
| RR rosemary richard WCG Wealth Advisors LLC | 26,567 | $661,375.89 | $626,981.2 | -$34,394.69 | -5.2% |
Jeff Ameen Spire Wealth Management | 32,389 | $805,670.51 | $764,704.29 | -$40,966.22 | -5.08% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 56,381 | $1.4M | $1.33M | -$65,809.38 | -4.72% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 41,423 | $1M | $979,446.83 | -$23,270.18 | -2.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 928 | $22,132.8 | $21,705.92 | -$426.88 | -1.93% |
Steve Wachs Legacy CG LLC | 646,293 | $15.87M | $15.26M | -$606,090.35 | -3.82% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,943 | $338,257.18 | $329,263.94 | -$8,993.24 | -2.66% |
Kristie R. Furseth Bowman & Co S.C. | 56,819 | $1.39M | $1.34M | -$51,458.63 | -3.7% |