| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,558 | $333,383 | $330,133.32 | -$3,249.68 | -0.97% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 17,469 | $609,310 | $608,270.58 | -$1,039.42 | -0.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42 | $1,501.5 | $1,459.08 | -$42.42 | -2.83% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 39,984 | $1.49M | $1.38M | -$108,822.03 | -7.3% |
Adams Wealth Management Adams Wealth Management | 155,126 | $5.85M | $5.4M | -$446,423.67 | -7.63% |
Loraine Ell Better Money Decisions LLC | 14,250 | $495,168.36 | $492,195 | -$2,973.36 | -0.6% |
Barry Oliver Capital Performance Advisors LLP | 132,951 | $4.67M | $4.63M | -$33,329.96 | -0.71% |
Kristofer Gray Integrity Financial Corp. /WA | 23,967 | $851,928.61 | $827,820.18 | -$24,108.43 | -2.83% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 37,612 | $1.32M | $1.3M | -$22,432.82 | -1.7% |
Scott Register Register Financial Advisors LLC | 401 | $13,887 | $13,850.54 | -$36.46 | -0.26% |
Jeffrey Hanson Breakwater Capital Group | 80,731 | $2.86M | $2.79M | -$73,672.79 | -2.57% |
Kurt Ahrens Mendota Financial Group LLC | 28,016 | $981,671.82 | $967,672.64 | -$13,999.18 | -1.43% |
Walter J. West Milestone Asset Management LLC | 10,831 | $387,010.4 | $374,102.74 | -$12,907.66 | -3.34% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,768 | $201,181 | $199,226.72 | -$1,954.28 | -0.97% |
Sheila J. Lindsay Bensler LLC | 12,983 | $458,372.52 | $448,432.82 | -$9,939.7 | -2.17% |
Thomas Healy PFW Advisors LLC | 67,184 | $2.69M | $2.32M | -$367,364.05 | -13.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 26 | $902.99 | $898.04 | -$4.95 | -0.55% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 20,426 | $717,972.8 | $705,514.04 | -$12,458.76 | -1.74% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 12,869 | $447,025.04 | $444,495.26 | -$2,529.78 | -0.57% |
Derek Ripp Austin Wealth Management, LLC | 13,067 | $457,549.43 | $451,334.18 | -$6,215.25 | -1.36% |