| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 7,194 | $290,623.19 | $295,061.91 | $4,438.72 | 1.53% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 83,832 | $3.84M | $3.45M | -$390,656.48 | -10.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,528 | $193,936.83 | $186,146.08 | -$7,790.75 | -4.02% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 6,359 | $298,053 | $265,106.71 | -$32,946.29 | -11.05% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 10,170 | $423,072 | $418,088.7 | -$4,983.3 | -1.18% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,696 | $376,608.08 | $360,188.32 | -$16,419.76 | -4.36% |
| RR rosemary richard WCG Wealth Advisors LLC | 424,562 | $18.23M | $17.44M | -$790,370.34 | -4.34% |
Shad Lamm Keystone Wealth Services LLC | 19,070 | $858,673.36 | $784,635.15 | -$74,038.21 | -8.62% |
Barry Oliver Capital Performance Advisors LLP | 4,661 | $213,333.97 | $191,846.76 | -$21,487.21 | -10.07% |
Cole Bruner Buska Wealth Management LLC | 21,179 | $969,362.83 | $868,974.37 | -$100,388.46 | -10.36% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 21,345 | $624,419.06 | $891,153.75 | $266,734.69 | 42.72% |
| EM Erin Mccann Simplicity Wealth LLC | 13,366 | $600,981.62 | $548,473.81 | -$52,507.81 | -8.74% |
Loni Adams Daymark Wealth Partners LLC | 139,107 | $6.22M | $5.71M | -$512,627.41 | -8.24% |
Stephen Smith Kestra Investment Management LLC | 4,785 | $219,020 | $196,328.55 | -$22,691.45 | -10.36% |
Moises Valladares Insigneo Advisory Services LLC | 28,150 | $1.29M | $1.15M | -$133,853.75 | -10.39% |
Robert B. LaRue Owen LaRue LLC | 26,800 | $750,547.94 | $1.12M | $366,208.06 | 48.79% |
Steven Trigili Garden State Investment Advisory Services LLC | 75,097 | $3.36M | $3.09M | -$272,912.73 | -8.12% |
Jill Batley Gateway Wealth Partners LLC | 6,658 | $297,655.95 | $273,111.16 | -$24,544.79 | -8.25% |
Andrew Agosta Prosperity Financial Group, Inc. | 105,943 | $3.34M | $4.42M | $1.08M | 32.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,158 | $73,641.46 | $88,715.38 | $15,073.92 | 20.47% |