| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,558 | $333,383 | $321,053.22 | -$12,329.78 | -3.7% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 17,469 | $609,310 | $584,338.05 | -$24,971.95 | -4.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42 | $1,501.5 | $1,404.9 | -$96.6 | -6.43% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 39,984 | $1.49M | $1.34M | -$147,006.75 | -9.87% |
Adams Wealth Management Adams Wealth Management | 155,126 | $5.85M | $5.21M | -$637,228.65 | -10.9% |
Loraine Ell Better Money Decisions LLC | 14,250 | $495,168.36 | $478,515 | -$16,653.36 | -3.36% |
Barry Oliver Capital Performance Advisors LLP | 132,951 | $4.67M | $4.45M | -$211,484.3 | -4.53% |
Kristofer Gray Integrity Financial Corp. /WA | 23,967 | $851,928.61 | $802,894.5 | -$49,034.11 | -5.76% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 36,828 | $1.29M | $1.24M | -$56,674.61 | -4.38% |
Scott Register Register Financial Advisors LLC | 401 | $13,887 | $13,423.47 | -$463.53 | -3.34% |
Jeffrey Hanson Breakwater Capital Group | 28,899 | $1.02M | $967,683.01 | -$52,907.17 | -5.18% |
Kurt Ahrens Mendota Financial Group LLC | 37,235 | $1.29M | $1.25M | -$42,308.27 | -3.28% |
Walter J. West Milestone Asset Management LLC | 11,136 | $397,206.54 | $374,058.24 | -$23,148.3 | -5.83% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,768 | $201,181 | $193,083.8 | -$8,097.2 | -4.02% |
Sheila J. Lindsay Bensler LLC | 12,983 | $458,372.52 | $436,034.05 | -$22,338.47 | -4.87% |
Thomas Healy PFW Advisors LLC | 67,987 | $2.71M | $2.28M | -$431,060.37 | -15.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 26 | $902.99 | $869.7 | -$33.29 | -3.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 20,426 | $717,972.8 | $686,415.73 | -$31,557.07 | -4.4% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 12,869 | $447,025.04 | $432,141.02 | -$14,884.02 | -3.33% |
Derek Ripp Austin Wealth Management, LLC | 13,067 | $457,549.43 | $438,593.85 | -$18,955.58 | -4.14% |