| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 3,301 | $157,094.59 | $154,998.45 | -$2,096.14 | -1.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 126 | $5,902.05 | $5,915.07 | $13.02 | 0.22% |
| JJ James Jones Sterling Investment Advisors LLC /ADV | 180,540 | $9.68M | $8.48M | -$1.21M | -12.46% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 157,783 | $7.45M | $7.41M | -$46,080.58 | -0.62% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 8,123 | $386,574 | $381,253 | -$5,321 | -1.38% |
| DM Dipen Mehta Invst LLC | 18,574 | $889,439.82 | $872,049.3 | -$17,390.52 | -1.96% |
| YL Yosef Levy Y.D. More Investments Ltd. | 328 | $15,574.82 | $15,399.6 | -$175.22 | -1.13% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 41,262 | $1.95M | $1.94M | -$17,239.01 | -0.88% |
Kevin B. Crawford JB Capital LLC | 67,055 | $3.21M | $3.15M | -$65,507.89 | -2.04% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 63,026 | $3.01M | $2.95M | -$57,927.25 | -1.92% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,647 | $223,300.23 | $218,432.23 | -$4,868 | -2.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11 | $528.99 | $516.83 | -$12.16 | -2.3% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 6,600 | $362,298.1 | $310,101 | -$52,197.1 | -14.41% |
| EM Erin Mccann Simplicity Wealth LLC | 13,030 | $623,668.7 | $610,911.55 | -$12,757.15 | -2.05% |
| PO Patrick O'Connell Security Financial Services Inc. | 5,296 | $256,697.12 | $248,064.64 | -$8,632.48 | -3.36% |
Michael Byun SageView Advisory Group LLC | 1,031 | $49,581 | $48,353.9 | -$1,227.1 | -2.47% |
Bryan Kupchik Capstone Wealth Management Group LLC | 101,235 | $4.82M | $4.75M | -$69,852.15 | -1.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,581 | $1.29M | $1.29M | $3,447.62 | 0.27% |
Bert D. Barre Colonial Trust Co. / SC | 8,149 | $389,848.16 | $382,391.82 | -$7,456.34 | -1.91% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 12,842 | $595,278.53 | $602,610.85 | $7,332.32 | 1.23% |