| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 152,420 | $1.16M | $984,633.2 | -$175,284.8 | -15.11% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 197,651 | $1.51M | $1.31M | -$195,550.42 | -12.98% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,026 | $367,922.93 | $271,487.96 | -$96,434.97 | -26.21% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 368,498 | $3.13M | $2.44M | -$687,432.41 | -21.96% |
Jeff Ameen Spire Wealth Management | 19,500 | $161,850 | $129,285 | -$32,565 | -20.12% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.83M | $14.28M | $12.14M | -$2.15M | -15.03% |
Joseph Castro Nuveen LLC | 57,063 | $444,595.64 | $368,626.98 | -$75,968.66 | -17.09% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 26,022 | $205,834.02 | $172,525.86 | -$33,308.16 | -16.18% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.14M | $8.76M | $7.57M | -$1.19M | -13.53% |
William Liberti Wealth Effects LLC | 15,000 | $113,550 | $99,825 | -$13,725 | -12.09% |
Penny A. Phillips Journey Strategic Wealth LLC | 24,536 | $185,187.23 | $164,023.16 | -$21,164.07 | -11.43% |
Michael Schneck Gridiron Partners LLC | 830,828 | $6.29M | $5.53M | -$764,382.08 | -12.15% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 161,692 | $1.28M | $1.07M | -$209,183.23 | -16.34% |
David Bach River Street Advisors LLC | 29,237 | $234,704.8 | $193,695.12 | -$41,009.68 | -17.47% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,024 | $94,928.36 | $79,538.76 | -$15,389.6 | -16.21% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 686 | $5,193 | $4,585.91 | -$607.09 | -11.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,277 | $137,911.63 | $130,989.42 | -$6,922.21 | -5.02% |
MICHAEL DE LUZ Williams & Novak, LLC | 503,025 | $3.75M | $3.33M | -$416,507.93 | -11.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,960 | $151,097.43 | $132,334.8 | -$18,762.63 | -12.42% |
Amir Har-El Savvy Advisors, Inc. | 16,553 | $124,810 | $109,994.68 | -$14,815.32 | -11.87% |