| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 634,309 | $21.4M | $20.44M | -$960,974.01 | -4.49% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19 | $633.27 | $612.18 | -$21.09 | -3.33% |
| RR rosemary richard WCG Wealth Advisors LLC | 392,209 | $13.39M | $12.69M | -$701,056.21 | -5.24% |
Jeff Ameen Spire Wealth Management | 713,501 | $26.92M | $23.1M | -$3.83M | -14.22% |
Daren Blonski Fermata Advisors LLC | 15,884 | $553,387.54 | $513,609.14 | -$39,778.4 | -7.19% |
Joseph Castro Nuveen LLC | 17,625 | $594,580 | $567,877.5 | -$26,702.5 | -4.49% |
Candace Cavalier Congress Wealth Management LLC / DE / | 77,537 | $2.63M | $2.51M | -$113,591.71 | -4.33% |
Kimberly Foster Laraway Financial Advisors Inc. | 34,934 | $1.34M | $1.13M | -$204,925.57 | -15.32% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 102,738 | $3.79M | $3.33M | -$459,543.94 | -12.13% |
W. Travis McKinney HB Wealth Management LLC | 1.08M | $36.5M | $34.89M | -$1.61M | -4.4% |
Kristofer Gray Integrity Financial Corp. /WA | 171,669 | $5.84M | $5.55M | -$295,051.33 | -5.05% |
Daniel Ronan Catalyst Financial Partners LLC | 750,389 | $25.29M | $24.26M | -$1.03M | -4.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,210 | $578,432.74 | $557,087.7 | -$21,345.04 | -3.69% |
Marc White Clarendon Private LLC | 43,410 | $1.46M | $1.4M | -$61,284.19 | -4.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 6 | $204.89 | $194.25 | -$10.64 | -5.19% |
Sheila J. Lindsay Bensler LLC | 292,610 | $9.93M | $9.49M | -$433,168.51 | -4.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,358 | $214,491.48 | $204,854.76 | -$9,636.72 | -4.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,686 | $224,420.59 | $216,425.82 | -$7,994.77 | -3.56% |
United Advisor Group LLC United Advisor Group, LLC | 138,512 | $4.7M | $4.48M | -$220,708.62 | -4.69% |
| PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC | 396,778 | $13.39M | $12.85M | -$544,468.03 | -4.07% |