| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 22,942 | $507,810 | $486,714.53 | -$21,095.47 | -4.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 461 | $10,266.06 | $9,780.11 | -$485.95 | -4.73% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,274 | $208,294.04 | $197,953.53 | -$10,340.51 | -4.96% |
| RR rosemary richard WCG Wealth Advisors LLC | 539,366 | $12.06M | $11.5M | -$561,105.47 | -4.65% |
Donna Rittershausen Koss-Olinger Consulting LLC | 302,281 | $6.62M | $6.45M | -$168,961.2 | -2.55% |
Jennifer Easley Gitterman Wealth Management LLC | 36,753 | $804,865.01 | $783,206.43 | -$21,658.58 | -2.69% |
| TCL Therese C.D. Linden Bank of New Hampshire | 780 | $16,988.4 | $16,621.8 | -$366.6 | -2.16% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 105,673 | $2.34M | $2.25M | -$88,236.87 | -3.77% |
Kevin Batstone BayBridge Capital Group LLC | 36,447 | $804,716.36 | $778,143.45 | -$26,572.91 | -3.3% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 101,739 | $2.21M | $2.17M | -$40,912.7 | -1.85% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 125,902 | $2.86M | $2.69M | -$169,721.49 | -5.94% |
Ana-Maria Ignat Covestor Ltd | 1,280 | $28,282.97 | $27,321.6 | -$961.37 | -3.4% |
Michael Byun SageView Advisory Group LLC | 26,374 | $598,300.8 | $562,293.68 | -$36,007.12 | -6.02% |
Adam Grossman Mayport LLC | 94,104 | $2.09M | $2.01M | -$85,164.12 | -4.07% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,754 | $39,212.64 | $37,421.59 | -$1,791.05 | -4.57% |
| JC Jared Calvert Buck Wealth Strategies LLC | 2,663 | $58,946 | $56,828.42 | -$2,117.58 | -3.59% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 15,783 | $345,990.59 | $336,888.13 | -$9,102.46 | -2.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 274 | $5,801.18 | $5,812.91 | $11.73 | 0.2% |
Jesse Steele Etesian Wealth Advisors, Inc. | 18,549 | $408,632.82 | $396,113.89 | -$12,518.93 | -3.06% |
Joshua Stipcich Tidemark, LLC | 1,925 | $42,851 | $41,060.25 | -$1,790.75 | -4.18% |