| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 634,309 | $21.4M | $21.14M | -$260,062.57 | -1.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19 | $633.27 | $631.75 | -$1.52 | -0.24% |
| RR rosemary richard WCG Wealth Advisors LLC | 392,209 | $13.39M | $13.06M | -$332,379.75 | -2.48% |
Jeff Ameen Spire Wealth Management | 713,501 | $26.92M | $23.62M | -$3.31M | -12.28% |
Daren Blonski Fermata Advisors LLC | 12,417 | $442,270.19 | $411,002.68 | -$31,267.51 | -7.07% |
Joseph Castro Nuveen LLC | 17,625 | $594,580 | $585,326.25 | -$9,253.75 | -1.56% |
Kimberly Foster Laraway Financial Advisors Inc. | 33,834 | $1.3M | $1.12M | -$180,996.03 | -13.91% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 102,738 | $3.79M | $3.4M | -$387,627.55 | -10.23% |
W. Travis McKinney HB Wealth Management LLC | 1.21M | $40.98M | $40.06M | -$919,732.38 | -2.24% |
Kristofer Gray Integrity Financial Corp. /WA | 171,669 | $5.84M | $5.68M | -$162,008.19 | -2.77% |
Daniel Ronan Catalyst Financial Partners LLC | 750,389 | $25.29M | $24.84M | -$448,527.03 | -1.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,210 | $578,432.74 | $569,650.97 | -$8,781.77 | -1.52% |
Marc White Clarendon Private LLC | 43,410 | $1.46M | $1.44M | -$27,424.48 | -1.87% |
| BP Brett Pohl Kingdom Financial Group LLC | 6 | $204.89 | $199.95 | -$4.94 | -2.41% |
Sheila J. Lindsay Bensler LLC | 292,610 | $9.93M | $9.69M | -$240,046.5 | -2.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,500 | $320,963.83 | $314,449.98 | -$6,513.85 | -2.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,829 | $229,209.68 | $226,039.89 | -$3,169.79 | -1.38% |
United Advisor Group LLC United Advisor Group, LLC | 138,512 | $4.7M | $4.58M | -$116,824.9 | -2.48% |
| PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC | 396,778 | $13.39M | $13.23M | -$163,561.15 | -1.22% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,686 | $531,028.71 | $519,206.57 | -$11,822.14 | -2.23% |