| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 46,544 | $1.2M | $1.16M | -$41,418.96 | -3.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,421 | $88,029.9 | $85,217.11 | -$2,812.79 | -3.2% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 1,000 | $25,400 | $25,040 | -$360 | -1.42% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 139,550 | $3.49M | $3.5M | $8,691.75 | 0.25% |
| SNS Steven N. Strauss DROMS STRAUSS ADVISORS Inc. /MO/ /ADV | 24,350 | $629,451.55 | $609,599.81 | -$19,851.74 | -3.15% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 19,906 | $511,410.84 | $498,432.33 | -$12,978.51 | -2.54% |
Nancy Williamson Helen Stephens Group LLC | 37,463 | $948,206.03 | $939,197.41 | -$9,008.62 | -0.95% |
Sean Murray Quantum Financial Advisors LLC | 103,665 | $2.66M | $2.6M | -$64,158.78 | -2.41% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 32,081 | $825,837.58 | $803,308.27 | -$22,529.31 | -2.73% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 11,591 | $300,786 | $290,586.37 | -$10,199.63 | -3.39% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 39,362 | $1.01M | $985,624.52 | -$25,814.57 | -2.55% |
David Maxey Heritage Family Offices, LLP | 10,923 | $281,813 | $273,730.37 | -$8,082.63 | -2.87% |
Bradley Wilson Crews Bank & Trust | 4,250 | $110,011 | $106,420 | -$3,591 | -3.26% |
| JH Julie Hazzard 10Elms LLP | 3,500 | $90,309 | $87,640 | -$2,669 | -2.96% |
Tim Thomas Members Wealth LLC | 9,867 | $254,568 | $247,267.01 | -$7,300.99 | -2.87% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 1,576 | $40,737.15 | $39,510.32 | -$1,226.83 | -3.01% |