| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 22,942 | $507,810 | $500,709.15 | -$7,100.85 | -1.4% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 461 | $10,266.06 | $10,031.36 | -$234.7 | -2.29% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,274 | $208,294.04 | $201,802.24 | -$6,491.8 | -3.12% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,881 | $226,958 | $193,428.18 | -$33,529.82 | -14.77% |
| RR rosemary richard WCG Wealth Advisors LLC | 539,366 | $12.06M | $11.75M | -$310,300.28 | -2.57% |
Donna Rittershausen Koss-Olinger Consulting LLC | 302,281 | $6.62M | $6.58M | -$45,025.99 | -0.68% |
Jennifer Easley Gitterman Wealth Management LLC | 36,753 | $804,865.01 | $799,745.28 | -$5,119.73 | -0.64% |
| TCL Therese C.D. Linden Bank of New Hampshire | 780 | $16,988.4 | $16,972.8 | -$15.6 | -0.09% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 143,312 | $3.17M | $3.12M | -$53,741.89 | -1.69% |
Kevin Batstone BayBridge Capital Group LLC | 33,836 | $749,441.27 | $736,271.36 | -$13,169.91 | -1.76% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 102,162 | $2.22M | $2.22M | $796.06 | 0.04% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 125,902 | $2.86M | $2.74M | -$119,360.69 | -4.17% |
Ana-Maria Ignat Covestor Ltd | 1,280 | $28,282.97 | $27,936.38 | -$346.59 | -1.23% |
Michael Byun SageView Advisory Group LLC | 26,374 | $598,300.8 | $573,766.37 | -$24,534.43 | -4.1% |
Adam Grossman Mayport LLC | 94,104 | $2.09M | $2.05M | -$40,907.01 | -1.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,754 | $39,212.64 | $38,281.58 | -$931.06 | -2.37% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 10,098 | $222,811.48 | $219,732.48 | -$3,079 | -1.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 1 | $22.35 | $21.76 | -$0.59 | -2.64% |
Jesse Steele Etesian Wealth Advisors, Inc. | 18,549 | $408,632.82 | $403,626.24 | -$5,006.58 | -1.23% |
Joshua Stipcich Tidemark, LLC | 1,925 | $42,851 | $41,878.37 | -$972.63 | -2.27% |