| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,297 | $14,377.51 | $12,490.11 | -$1,887.4 | -13.13% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 45,636 | $501,540 | $439,474.68 | -$62,065.32 | -12.37% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 129,918 | $1.41M | $1.26M | -$151,217.54 | -10.74% |
Daniel L. Lippincott Karpus Management Inc. | 4.6M | $48.85M | $44.72M | -$4.12M | -8.44% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 10,482 | $108,488.7 | $101,675.4 | -$6,813.3 | -6.28% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 26,011 | $270,927.46 | $252,306.7 | -$18,620.76 | -6.87% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 759,597 | $8.29M | $7.34M | -$949,769.11 | -11.45% |
Shad Lamm Keystone Wealth Services LLC | 24,521 | $338,900.5 | $237,608.49 | -$101,292.01 | -29.89% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,300 | $14,378 | $12,577.5 | -$1,800.5 | -12.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.1M | $11.69M | $10.67M | -$1.01M | -8.68% |
Russell Mohberg Regatta Capital Group LLC | 18,415 | $191,516 | $178,901.72 | -$12,614.28 | -6.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,112 | $235,050.56 | $214,486.4 | -$20,564.16 | -8.75% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 24,122 | $235,189.5 | $233,500.96 | -$1,688.54 | -0.72% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 158,900 | $1.68M | $1.55M | -$138,320.65 | -8.22% |
| NH Nathaniel Holden Core Wealth Partners LLC | 15,707 | $163,353 | $152,593.5 | -$10,759.5 | -6.59% |
Ira Ravitz Beverly Hills Private Wealth LLC | 254,357 | $2.65M | $2.47M | -$179,643.1 | -6.79% |
| CWL Channel Wealth LLC Channel Wealth LLC | 64,344 | $701,052.29 | $625,101.96 | -$75,950.33 | -10.83% |
| MRC Martin R. Curiel MYECFO, LLC | 73,838 | $773,763.27 | $717,336.17 | -$56,427.1 | -7.29% |
Bradley Harsch Strategic Advocates LLC | 22,621 | $216,256.65 | $219,423.7 | $3,167.05 | 1.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,811 | $348,531.57 | $306,339.93 | -$42,191.64 | -12.11% |