| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 6,251 | $92,389.75 | $88,889.22 | -$3,500.53 | -3.79% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 103,278 | $1.48M | $1.47M | -$3,092.16 | -0.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,439 | $135,855.04 | $134,411.36 | -$1,443.68 | -1.06% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 668,196 | $9.98M | $9.44M | -$536,715.27 | -5.38% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 37,479 | $537,823.65 | $532,951.38 | -$4,872.27 | -0.91% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,151 | $45,090.81 | $45,090.81 | - | - |
Craig Johnsen Fortitude Advisory Group LLC | 31,826 | $501,630.33 | $449,701.38 | -$51,928.95 | -10.35% |
Rodrigo Diaz Plan Group Financial LLC | 16,540 | $232,386 | $233,710.2 | $1,324.2 | 0.57% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 97,604 | $1.36M | $1.38M | $16,525.62 | 1.21% |
Amy Ardeel Icon Wealth Advisors LLC | 10,176 | $153,591.48 | $145,058.88 | -$8,532.6 | -5.56% |
Jeffrey Hanson Breakwater Capital Group | 50,337 | $728,233.83 | $711,261.81 | -$16,972.02 | -2.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,428 | $92,948.88 | $90,827.64 | -$2,121.24 | -2.28% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,581 | $464,361.12 | $446,239.53 | -$18,121.59 | -3.9% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 13,980 | $207,695.56 | $197,537.4 | -$10,158.16 | -4.89% |
Owen McCabe Tyche Wealth Partners LLC | 12,942 | $189,649.75 | $184,035.24 | -$5,614.51 | -2.96% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 33,540 | $477,096.69 | $473,920.2 | -$3,176.49 | -0.67% |
| BST Blake Schutter Theil Wealth Advisors LLC Blake Schutter Theil Wealth Advisors LLC | 17,870 | $262,069.66 | $252,503.1 | -$9,566.56 | -3.65% |
Heather Scully NWF Advisory Services Inc. | 19,300 | $276,955.27 | $272,709 | -$4,246.27 | -1.53% |
| DN Daniel Newman Noble Wealth Management PBC | 1,316 | $18,885 | $18,595.08 | -$289.92 | -1.54% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 492 | $6,951.31 | $7,018.38 | $67.07 | 0.96% |