| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,100 | $524,150 | $482,304.6 | -$41,845.4 | -7.98% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 64,563 | $2.05M | $2.21M | $156,789.14 | 7.64% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,465 | $649,243.91 | $595,207.2 | -$54,036.71 | -8.32% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 18,084 | $672,256 | $614,313.48 | -$57,942.52 | -8.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,967 | $104,160.49 | $101,489.2 | -$2,671.29 | -2.56% |
Luke Bunch OxenFree Capital LLC | 19,757 | $705,877.08 | $668,181.74 | -$37,695.34 | -5.34% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 12,619 | $469,118 | $426,900.77 | -$42,217.23 | -9% |
Elizabeth Arce Sovran Advisors LLC | 16,112 | $486,742 | $541,524.32 | $54,782.32 | 11.25% |
| ECC Elizabeth C. Carr CLG LLC | 118,812 | $4.24M | $4.03M | -$210,151.74 | -4.96% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 24,716 | $727,207.38 | $842,321.33 | $115,113.95 | 15.83% |