| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 4,440 | $28,194 | $25,041.6 | -$3,152.4 | -11.18% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 259,106 | $1.61M | $1.46M | -$147,692.16 | -9.18% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 87,519 | $548,138.73 | $504,109.44 | -$44,029.29 | -8.03% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.31M | $7.83M | $7.5M | -$329,957.16 | -4.21% |
Joseph Castro Nuveen LLC | 15,969 | $95,974 | $90,065.16 | -$5,908.84 | -6.16% |
Caroline Jankowski Operose Advisors LLC | 271 | $1,655.81 | $1,569.09 | -$86.72 | -5.24% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 28,793 | $173,045.93 | $164,839.92 | -$8,206.01 | -4.74% |
Craig Johnsen Fortitude Advisory Group LLC | 13,468 | $85,521.8 | $75,959.52 | -$9,562.28 | -11.18% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 74,780 | $462,184.81 | $433,724 | -$28,460.81 | -6.16% |
David Bach River Street Advisors LLC | 18,450 | $106,088 | $106,917.75 | $829.75 | 0.78% |
Jeffrey Steele Silverlake Wealth Management LLC | 17,783 | $139,304.6 | $102,963.57 | -$36,341.03 | -26.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,646 | $154,645 | $147,720.96 | -$6,924.04 | -4.48% |
Teresa Douberly Burford Brothers, Inc. | 34,470 | $218,884.5 | $199,753.65 | -$19,130.85 | -8.74% |
Amir Har-El Savvy Advisors, Inc. | 74,600 | $440,876.85 | $427,458 | -$13,418.85 | -3.04% |
Lee Larson Everstar Asset Management, LLC | 39,505 | $227,154.16 | $229,129 | $1,974.84 | 0.87% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 13,947 | $84,100 | $80,334.72 | -$3,765.28 | -4.48% |
Teresa Coleman Creekside Partners | 14,892 | $94,564 | $86,373.6 | -$8,190.4 | -8.66% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 600 | $3,684 | $3,444 | -$240 | -6.51% |
Heather Scully NWF Advisory Services Inc. | 12,166 | $69,955 | $70,197.82 | $242.82 | 0.35% |
| JS Jeffrey Socha Entrewealth LLC | 10,736 | $64,631 | $62,215.12 | -$2,415.88 | -3.74% |