| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 515,401 | $12.06M | $11.73M | -$322,118.26 | -2.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 67 | $1,574.27 | $1,525.25 | -$49.02 | -3.11% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 1,944 | $46,053 | $44,303.76 | -$1,749.24 | -3.8% |
| DH Doug Hutchinson Wrapmanager Inc | 31,383 | $726,821.39 | $715,689.31 | -$11,132.08 | -1.53% |
| JR Jennifer Rouse Summitry LLC | 9,415 | $219,210 | $214,332.47 | -$4,877.53 | -2.23% |
Austin Private Wealth Austin Private Wealth LLC | 10,326 | $241,531.29 | $235,639.32 | -$5,891.97 | -2.44% |
| YA Yinka Akinsola Blue Trust Inc. | 849 | $19,912.76 | $19,327.48 | -$585.28 | -2.94% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 144,942 | $3.37M | $3.31M | -$62,499.26 | -1.85% |
Matt Hunter Heartland Bank & Trust Co. | 30,962 | $721,393.46 | $707,481.7 | -$13,911.76 | -1.93% |
Sima Elimelech Activest Wealth Management | 6,510 | $151,552.8 | $148,200.15 | -$3,352.65 | -2.21% |
Andrew J. Whalen Whalen Wealth Management Inc. | 72,525 | $1.66M | $1.66M | $1,450.25 | 0.09% |
Nancy Williamson Helen Stephens Group LLC | 20,821 | $488,006.23 | $475,804.82 | -$12,201.41 | -2.5% |
Matthew B. Boersen Straight Path Wealth Management | 128,362 | $3.04M | $2.93M | -$104,990.37 | -3.46% |
Moises Valladares Insigneo Advisory Services LLC | 31,369 | $742,675.6 | $714,614.68 | -$28,060.92 | -3.78% |
Dino Efthimiou Delta Wealth Advisors LLC | 233,879 | $5.5M | $5.34M | -$161,463.59 | -2.94% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 17,947 | $418,317.7 | $409,550.54 | -$8,767.16 | -2.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,018 | $46,955.43 | $46,111.3 | -$844.13 | -1.8% |
Michael Ryan Michael S. Ryan, Inc. | 236,578 | $5.52M | $5.4M | -$126,642.46 | -2.29% |
Christian J. Cyr Cyr Financial Inc. | 35,657 | $845,526.58 | $813,692.74 | -$31,833.84 | -3.76% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,514 | $105,099 | $103,144.9 | -$1,954.1 | -1.86% |