| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 465,439 | $10.57M | $10.15M | -$418,722.79 | -3.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,820 | $40,448.8 | $39,676 | -$772.8 | -1.91% |
Jeff Ameen Spire Wealth Management | 8,150 | $186,855.5 | $177,670 | -$9,185.5 | -4.92% |
John Ledford FWG Holdings LLC | 33,330 | $757,590.9 | $727,093.95 | -$30,496.95 | -4.03% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 28,655 | $648,862.15 | $625,252.1 | -$23,610.05 | -3.64% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 67,434 | $1.52M | $1.47M | -$53,788.17 | -3.53% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 845,132 | $19.01M | $18.45M | -$559,676.71 | -2.94% |
Andrew Lewis Genesis Private Wealth LLC | 12,000 | $274,044 | $262,080 | -$11,964 | -4.37% |
Sean O'Reilly Ffg Retirement Advisors LLC | 233,827 | $5.39M | $5.09M | -$294,976.56 | -5.47% |
Charles Mattingly Leading Edge Financial Planning LLC | 9,727 | $218,154.48 | $211,756.79 | -$6,397.69 | -2.93% |
Gregg Zeoli Empire Financial Management Company LLC | 17,563 | $396,207.72 | $383,136.84 | -$13,070.88 | -3.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,689 | $107,283.04 | $102,220.2 | -$5,062.84 | -4.72% |
Jesse Steele Etesian Wealth Advisors, Inc. | 49,408 | $1.12M | $1.08M | -$46,630.86 | -4.15% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 144,730 | $3.27M | $3.16M | -$107,735.86 | -3.3% |
PTM Wealth Management LLC PTM Wealth Management LLC | 558,563 | $12.69M | $12.17M | -$520,348.13 | -4.1% |
Molly Wheeler Burk Holdings LLC | 155,379 | $3.58M | $3.38M | -$203,933.41 | -5.69% |
IFS Group LLC IFS Group LLC | 37,450 | $867,803.63 | $815,848.25 | -$51,955.38 | -5.99% |