| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,626 | $638,535 | $616,548.87 | -$21,986.13 | -3.44% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,633 | $380,379.57 | $363,250.33 | -$17,129.24 | -4.5% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 5,545 | $111,954 | $108,543.37 | -$3,410.63 | -3.05% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 132,987 | $2.59M | $2.6M | $11,554.9 | 0.45% |
| JK Jonathan Kolle SMITHBRIDGE ASSET MANAGEMENT Inc./DE | 14,700 | $301,717.5 | $286,576.5 | -$15,141 | -5.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 23,612 | $473,379.63 | $461,968.78 | -$11,410.85 | -2.41% |
| AB Andrew Blass Atlantic Private Wealth LLC | 21,936 | $438,594.81 | $429,177.84 | -$9,416.97 | -2.15% |
Andrew J. Whalen Whalen Wealth Management Inc. | 214,831 | $4.39M | $4.21M | -$183,087.48 | -4.17% |
Justin Fulmer Shelton Wealth Management LLC | 536,805 | $10.94M | $10.5M | -$444,994.22 | -4.07% |
| LWL Leo Wealth LLC Leo Wealth LLC | 24,947 | $511,438.71 | $488,088.05 | -$23,350.66 | -4.57% |
Stephen Smith Kestra Investment Management LLC | 17,917 | $364,121.94 | $350,546.1 | -$13,575.84 | -3.73% |
| KLM Kate L. Miller STAR Financial Bank | 15,860 | $325,130 | $310,459.5 | -$14,670.5 | -4.51% |
Nicholas Brown Granite Harbor Advisors Inc. | 20,590 | $420,013 | $402,843.35 | -$17,169.65 | -4.09% |
Michael Yoder Yoder Wealth Management Inc. | 229,314 | $4.65M | $4.49M | -$162,831.46 | -3.5% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 567,063 | $11.56M | $11.09M | -$471,162.23 | -4.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5,171 | $103,641.88 | $101,222.32 | -$2,419.56 | -2.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 617 | $12,692 | $12,028.41 | -$663.59 | -5.23% |
Mark Weber DecisionMap Wealth Management, LLC | 21,577 | $440,995.89 | $423,017.08 | -$17,978.81 | -4.08% |
James Rankin Modern Wealth Management, LLC | 26,952 | $544,161 | $527,585.4 | -$16,575.6 | -3.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 72,236 | $1.49M | $1.41M | -$77,293.02 | -5.2% |