| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 58,908 | $1.03M | $987,887.16 | -$46,532.84 | -4.5% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 61,501 | $1.09M | $1.05M | -$44,089.57 | -4.04% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 735 | $11,745.3 | $12,149.55 | $404.25 | 3.44% |
Christopher Clancy Global Wealth Strategies & Associates | 299,749 | $6.59M | $4.95M | -$1.64M | -24.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 61,418 | $1.1M | $1.02M | -$86,783.17 | -7.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,697 | $381,261.11 | $292,531.41 | -$88,729.7 | -23.27% |
Michael Bailey MGB Wealth Management, LLC | 24,291 | $535,017.36 | $401,530.23 | -$133,487.13 | -24.95% |
| RN Ron New Whipplewood Advisors LLC | 3,690 | $74,805.03 | $60,995.7 | -$13,809.33 | -18.46% |
Benjamin S. Smith Smith Asset Management Co LLC | 169,554 | $3.46M | $2.8M | -$652,808.86 | -18.89% |