| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 18,986 | $364,180 | $359,784.7 | -$4,395.3 | -1.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 24,760 | $482,407.94 | $469,449.6 | -$12,958.34 | -2.69% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,994 | $210,886.91 | $208,006.48 | -$2,880.43 | -1.37% |
Daren Blonski Fermata Advisors LLC | 11,631 | $225,176.16 | $218,895.42 | -$6,280.74 | -2.79% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,579 | $254,063.09 | $255,556.78 | $1,493.69 | 0.59% |
Jonathan Yarger Yarger Wealth Strategies LLC | 480,097 | $9.12M | $9.04M | -$88,674.27 | -0.97% |
Penny A. Phillips Journey Strategic Wealth LLC | 29,170 | $556,312.65 | $548,979.4 | -$7,333.25 | -1.32% |
Lonny Elfenbein West Michigan Advisors LLC | 28,634 | $559,700.75 | $538,891.88 | -$20,808.87 | -3.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,513 | $596,540.25 | $574,254.66 | -$22,285.59 | -3.74% |
Cody Gehman Stonebridge Financial Group, LLC | 32,116 | $621,765.45 | $604,423.12 | -$17,342.33 | -2.79% |
Keystone Financial Services LLC Keystone Financial Services LLC | 17,606 | $336,725.92 | $331,344.92 | -$5,381 | -1.6% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 25,392 | $491,589.84 | $477,877.44 | -$13,712.4 | -2.79% |