| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,166 | $1.34M | $1.26M | -$75,113.78 | -5.62% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 37,755 | $967,156.62 | $918,579.15 | -$48,577.47 | -5.02% |
| YA Yinka Akinsola Blue Trust Inc. | 729 | $18,589.5 | $17,619.93 | -$969.57 | -5.22% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 194,436 | $5.01M | $4.73M | -$276,433.04 | -5.52% |
Sean Murray Quantum Financial Advisors LLC | 10,604 | $271,687.76 | $257,995.32 | -$13,692.44 | -5.04% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 20,558 | $525,966.82 | $499,970.56 | -$25,996.26 | -4.94% |
David Silver INSTRUMENTAL WEALTH, LLC | 91,787 | $2.4M | $2.24M | -$161,471.56 | -6.74% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,244 | $55,575.59 | $54,641.4 | -$934.19 | -1.68% |
Michael Ryan Michael S. Ryan, Inc. | 84,698 | $2.15M | $2.06M | -$86,508.1 | -4.03% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 93,687 | $2.43M | $2.28M | -$151,681.91 | -6.25% |
| JH Julie Hazzard 10Elms LLP | 1,400 | $35,854 | $33,999 | -$1,855 | -5.17% |
| LC Leslie Childs MB Levis & Associates LLC | 542,068 | $14.11M | $13.18M | -$926,565.8 | -6.57% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 10,124 | $263,629 | $246,823.12 | -$16,805.88 | -6.37% |