| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 43,552 | $633,680 | $624,100.16 | -$9,579.84 | -1.51% |
Sima Elimelech Activest Wealth Management | 2,500 | $38,250 | $35,400 | -$2,850 | -7.45% |
Penny A. Phillips Journey Strategic Wealth LLC | 51,700 | $802,862.5 | $732,072 | -$70,790.5 | -8.82% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 15,410 | $250,274 | $218,205.6 | -$32,068.4 | -12.81% |
Craig Johnsen Fortitude Advisory Group LLC | 17,818 | $281,702.58 | $252,302.88 | -$29,399.7 | -10.44% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 17,250 | $280,658 | $244,260 | -$36,398 | -12.97% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 253 | $3,873.49 | $3,582.48 | -$291.01 | -7.51% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,500 | $154,344 | $148,680 | -$5,664 | -3.67% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 12,047 | $185,259.68 | $170,585.52 | -$14,674.16 | -7.92% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 10,000 | $162,700 | $143,300 | -$19,400 | -11.92% |
Heather Scully NWF Advisory Services Inc. | 12,330 | $190,568.45 | $174,592.8 | -$15,975.65 | -8.38% |
| DN Daniel Newman Noble Wealth Management PBC | 125,967 | $2.02M | $1.78M | -$240,163.13 | -11.87% |