| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 110,713 | $7.66M | $6.78M | -$888,479.83 | -11.59% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,889 | $546,144 | $478,005.55 | -$68,138.45 | -12.48% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 52,804 | $2.81M | $3.23M | $411,278.58 | 14.62% |
Jeff Ameen Spire Wealth Management | 18 | $1,233 | $1,101.69 | -$131.31 | -10.65% |
Loni Adams Daymark Wealth Partners LLC | 7,000 | $353,298 | $421,680 | $68,382 | 19.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,103 | $325,189 | $369,789.31 | $44,600.31 | 13.72% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 82,823 | $5.73M | $5.07M | -$660,099.02 | -11.51% |
Nicole Davis Northwest Financial Advisors | 392,205 | $27.15M | $23.91M | -$3.24M | -11.93% |
Ian Jameson American Capital Advisory, LLC | 9,206 | $431,037.23 | $561,243.79 | $130,206.56 | 30.21% |
Brady Green GGM Financials LLC | 31,259 | $1.73M | $1.91M | $180,595.34 | 10.45% |
| GHH Grace H. Holt GG Group Ventures, LLC | 17,431 | $893,462.98 | $1.06M | $167,561.99 | 18.75% |
Bradley Wilson Crews Bank & Trust | 9 | $623 | $543.87 | -$79.13 | -12.7% |