| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 126,216 | $6.8M | $6.7M | -$104,110.47 | -1.53% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 10,272 | $549,693.35 | $543,286.08 | -$6,407.27 | -1.17% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 11,068 | $584,207.27 | $585,386.52 | $1,179.25 | 0.2% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 23,768 | $1.27M | $1.26M | -$12,732.71 | -1% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 109,332 | $5.85M | $5.78M | -$62,967.7 | -1.08% |
Kyle P. Smith NewEdge Wealth LLC | 24,989 | $1.34M | $1.33M | -$9,273.02 | -0.69% |
Alexandria Fry Dentgroup LLC | 5,923 | $309,174.91 | $313,267.47 | $4,092.56 | 1.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,170 | $699,590.4 | $696,561.3 | -$3,029.1 | -0.43% |
Bethany Wagner Level Financial Advisors | 32,184 | $1.71M | $1.7M | -$3,939.25 | -0.23% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,650 | $250,658 | $245,938.5 | -$4,719.5 | -1.88% |
Andrew Endelman Independent Wealth Network Inc. | 8,853 | $472,831.67 | $468,235.17 | -$4,596.5 | -0.97% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 10,559 | $555,954.17 | $558,465.51 | $2,511.34 | 0.45% |
Lynn A. Jackson Dopkins Wealth Management LLC | 13,170 | $698,368.08 | $696,561.3 | -$1,806.78 | -0.26% |
Dominic Corabi Wedmont Private Capital | 58,562 | $3.13M | $3.1M | -$37,304.37 | -1.19% |
Bill Ryan Manhattan West Asset Management LLC | 5,830 | $314,008.59 | $309,077.45 | -$4,931.14 | -1.57% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 10,040 | $533,857.84 | $531,015.6 | -$2,842.24 | -0.53% |
| CF Cheryl Fluker Members Advisory Group LLC | 21,312 | $1.13M | $1.13M | -$3,391.22 | -0.3% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,011 | $374,570.21 | $372,249.04 | -$2,321.17 | -0.62% |
Taylor Fairman Eagle Rock Investment Company LLC | 10,000 | $530,780 | $528,900 | -$1,880 | -0.35% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,338 | $392,656.38 | $388,106.82 | -$4,549.56 | -1.16% |