| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,873 | $265,680.07 | $253,596.14 | -$12,083.93 | -4.55% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 276,685 | $12.66M | $11.84M | -$824,535.69 | -6.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,157 | $232,464.89 | $220,616.46 | -$11,848.43 | -5.1% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 59,792 | $2.69M | $2.58M | -$109,260.03 | -4.06% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 74,213 | $3.37M | $3.2M | -$164,526.72 | -4.88% |
Asio Capital Asio Capital LLC | 198,403 | $8.84M | $8.57M | -$275,938.37 | -3.12% |
PAX Financial Group PAX Financial Group LLC | 52,534 | $2.39M | $2.27M | -$116,759.77 | -4.89% |
Drew Waldron Canvas Wealth Advisors LLC | 39,250 | $1.77M | $1.7M | -$77,715 | -4.38% |
Joseph Castro Nuveen LLC | 29,630 | $1.36M | $1.27M | -$88,297.6 | -6.51% |
| MAL Mason & Associates LLC Mason & Associates LLC | 54,508 | $2.43M | $2.36M | -$67,284.89 | -2.77% |
| RE Rod Ehrlich Wayfinding Financial LLC | 48,061 | $2.18M | $2.08M | -$99,906.51 | -4.59% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 145,036 | $6.49M | $6.26M | -$230,281.75 | -3.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,035 | $270,920.64 | $258,177.3 | -$12,743.34 | -4.7% |
| JB Joel Blattner Avaii Wealth Management LLC | 9,931 | $447,140.84 | $430,459.19 | -$16,681.65 | -3.73% |
Timothy Carne SFG Wealth Management LLC | 5,714 | $261,472.64 | $246,730.52 | -$14,742.12 | -5.64% |
Christopher Schurmann Summit Investment Advisory Services LLC | 27,319 | $1.22M | $1.18M | -$37,350.06 | -3.07% |
David T. Morgan High Net Worth Advisory Group LLC | 20,000 | $908,266.82 | $863,800 | -$44,466.82 | -4.9% |
Jim Clark Worth Asset Management LLC | 14,503 | $647,610.77 | $622,178.7 | -$25,432.07 | -3.93% |
Rachel Faulk Cape Investment Advisory Inc. | 1,074 | $49,143.72 | $46,375.32 | -$2,768.4 | -5.63% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,633 | $118,238.78 | $113,925.7 | -$4,313.08 | -3.65% |