| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 117,249 | $1.22M | $1.17M | -$45,729.02 | -3.75% |
| YA Yinka Akinsola Blue Trust Inc. | 2,000 | $22,240 | $19,880 | -$2,360 | -10.61% |
Jeff Ameen Spire Wealth Management | 4,900 | $51,137 | $48,706 | -$2,431 | -4.75% |
| BO Brian Oliveira Clear Street Group Inc. | 3,327 | $34,634 | $33,203.46 | -$1,430.54 | -4.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 706 | $7,391.82 | $7,102.36 | -$289.46 | -3.92% |
Sara S. Alexander Sonora Investment Management Group LLC | 12,570 | $125,951.4 | $124,945.8 | -$1,005.6 | -0.8% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 54,582 | $588,625.16 | $542,545.08 | -$46,080.08 | -7.83% |
Russell Mohberg Regatta Capital Group LLC | 101,713 | $1.01M | $1.02M | $5,628.52 | 0.56% |
Jim Clark Worth Asset Management LLC | 13,460 | $140,926.2 | $133,792.4 | -$7,133.8 | -5.06% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 14,528 | $154,515.48 | $144,408.32 | -$10,107.16 | -6.54% |
David Bach River Street Advisors LLC | 48,146 | $498,747.75 | $478,571.24 | -$20,176.51 | -4.05% |
| PIL PFG Investments LLC PFG Investments LLC | 39,666 | $441,869.31 | $394,280.04 | -$47,589.27 | -10.77% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 11,250 | $117,562.65 | $112,275 | -$5,287.65 | -4.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,389 | $137,384 | $133,086.66 | -$4,297.34 | -3.13% |
Amir Har-El Savvy Advisors, Inc. | 19,962 | $213,742.6 | $198,422.28 | -$15,320.32 | -7.17% |
Owen McCabe Tyche Wealth Partners LLC | 293,874 | $3.03M | $2.92M | -$108,261.2 | -3.57% |
Jonathan Chatfield LM Advisors LLC | 43,443 | $451,948.85 | $433,561.14 | -$18,387.71 | -4.07% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $10,390 | $9,940 | -$450 | -4.33% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 14,160 | $142,053.56 | $141,316.8 | -$736.76 | -0.52% |