| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 126,216 | $6.8M | $6.42M | -$384,310.24 | -5.65% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 10,852 | $578,995 | $555,513.88 | -$23,481.12 | -4.06% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 20,013 | $1.04M | $1.02M | -$18,247.49 | -1.76% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 9,940 | $536,410.14 | $508,928 | -$27,482.14 | -5.12% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 23,768 | $1.27M | $1.22M | -$52,662.95 | -4.15% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 101,245 | $5.41M | $5.18M | -$226,514.35 | -4.19% |
Kyle P. Smith NewEdge Wealth LLC | 24,989 | $1.34M | $1.28M | -$55,252.78 | -4.14% |
Alexandria Fry Dentgroup LLC | 5,923 | $309,174.91 | $303,435.29 | -$5,739.62 | -1.86% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,170 | $699,590.4 | $674,633.25 | -$24,957.15 | -3.57% |
Bethany Wagner Level Financial Advisors | 29,281 | $1.55M | $1.5M | -$54,428.32 | -3.5% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,055 | $218,584.56 | $207,575.45 | -$11,009.11 | -5.04% |
Andrew Endelman Independent Wealth Network Inc. | 8,853 | $472,831.67 | $453,185.07 | -$19,646.6 | -4.16% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 10,559 | $555,954.17 | $540,673.59 | -$15,280.58 | -2.75% |
Lynn A. Jackson Dopkins Wealth Management LLC | 13,170 | $698,368.08 | $674,764.95 | -$23,603.13 | -3.38% |
Dominic Corabi Wedmont Private Capital | 122,299 | $6.48M | $6.26M | -$216,722.73 | -3.35% |
Bill Ryan Manhattan West Asset Management LLC | 5,830 | $314,008.59 | $298,816.65 | -$15,191.94 | -4.84% |
| CF Cheryl Fluker Members Advisory Group LLC | 21,312 | $1.13M | $1.09M | -$39,088.82 | -3.46% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,011 | $374,570.21 | $358,998.25 | -$15,571.96 | -4.16% |
Taylor Fairman Eagle Rock Investment Company LLC | 10,000 | $530,780 | $512,300 | -$18,480 | -3.48% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,338 | $392,656.38 | $375,925.74 | -$16,730.64 | -4.26% |