| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42 | $1,501.5 | $1,467.06 | -$34.44 | -2.29% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 39,984 | $1.49M | $1.4M | -$92,828.43 | -6.23% |
Adams Wealth Management Adams Wealth Management | 149,093 | $5.64M | $5.21M | -$429,631.3 | -7.62% |
Loraine Ell Better Money Decisions LLC | 14,250 | $495,168.36 | $497,681.25 | $2,512.89 | 0.51% |
Barry Oliver Capital Performance Advisors LLP | 108,624 | $3.82M | $3.8M | -$19,995.47 | -0.52% |
Kristofer Gray Integrity Financial Corp. /WA | 26,212 | $931,603.66 | $915,191.98 | -$16,411.68 | -1.76% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 37,391 | $1.31M | $1.31M | -$6,279.55 | -0.48% |
| SR Scott Register Register Financial Advisors LLC | 401 | $13,887 | $13,986.48 | $99.48 | 0.72% |
Jeffrey Hanson Breakwater Capital Group | 80,731 | $2.86M | $2.82M | -$42,591.36 | -1.49% |
Kurt Ahrens Mendota Financial Group LLC | 28,016 | $981,671.82 | $978,458.8 | -$3,213.02 | -0.33% |
| WJW Walter J. West Milestone Asset Management LLC | 10,831 | $387,010.4 | $377,774.45 | -$9,235.95 | -2.39% |
| SJL Sheila J. Lindsay Bensler LLC | 8,400 | $298,517.85 | $293,538 | -$4,979.85 | -1.67% |
Thomas Healy PFW Advisors LLC | 67,232 | $2.69M | $2.35M | -$339,781.49 | -12.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 493 | $17,345.54 | $17,205.7 | -$139.84 | -0.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,016 | $599,029.64 | $594,624.12 | -$4,405.52 | -0.74% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,385 | $255,743 | $258,068.82 | $2,325.82 | 0.91% |
Derek Ripp Austin Wealth Management, LLC | 13,284 | $465,079.8 | $463,744.44 | -$1,335.36 | -0.29% |
United Advisor Group LLC United Advisor Group, LLC | 28,373 | $1.01M | $991,494.48 | -$14,245.88 | -1.42% |
CARL LYMANGOOD Petros Family Wealth, LLC | 9,527 | $338,017.96 | $332,921.01 | -$5,096.95 | -1.51% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,286 | $252,329 | $254,609.27 | $2,280.27 | 0.9% |