| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 46,294 | $253,833.8 | $268,968.14 | $15,134.34 | 5.96% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.26M | $8.3M | $7.32M | -$982,655.53 | -11.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 447 | $2,645.08 | $2,597.07 | -$48.01 | -1.82% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 15,419 | $113,810.09 | $89,584.39 | -$24,225.7 | -21.29% |
| CO Carla Olenchak PEOPLES FINANCIAL SERVICES Corp. | 2,000 | $14,680 | $11,499.8 | -$3,180.2 | -21.66% |
| MB Mitchel Bialek Css LLC/IL | 40,667 | $259,862.13 | $233,835.25 | -$26,026.88 | -10.02% |
Joseph Castro Nuveen LLC | 24,566 | $161,890 | $142,728.46 | -$19,161.54 | -11.84% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 41,239 | $271,753.28 | $236,711.86 | -$35,041.42 | -12.89% |
Larry Herold Herold Advisors Inc. | 11,212 | $67,832.6 | $64,469 | -$3,363.6 | -4.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 252,884 | $1.55M | $1.47M | -$83,043.03 | -5.35% |
Bridget Fagerholt MAS Advisors LLC | 74,512 | $482,196.29 | $441,111.04 | -$41,085.25 | -8.52% |
Sara S. Alexander Sonora Investment Management Group LLC | 15,919 | $119,795.72 | $91,534.25 | -$28,261.47 | -23.59% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 31,267 | $249,692.72 | $186,820.32 | -$62,872.4 | -25.18% |
Michelle McCarthy Vantage Financial Partners LLC | 16,771 | $87,207.7 | $96,768.67 | $9,560.97 | 10.96% |
Amanda Hawley Atria Wealth Solutions Inc. | 67,917 | $367,867 | $397,314.45 | $29,447.45 | 8% |
Jeffrey Gilbert Balboa Wealth Partners | 110,443 | $695,914.13 | $639,464.97 | -$56,449.16 | -8.11% |
Scott Register Register Financial Advisors LLC | 17,293 | $100,844.25 | $99,607.68 | -$1,236.57 | -1.23% |
| PIL PFG Investments LLC PFG Investments LLC | 17,182 | $95,080.78 | $101,459.71 | $6,378.93 | 6.71% |
Courtney Holt Compound Planning, Inc. | 30,695 | $185,156.06 | $180,947.02 | -$4,209.04 | -2.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 450 | $2,714 | $2,614.5 | -$99.5 | -3.67% |