| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,520 | $40,832.31 | $34,496.02 | -$6,336.29 | -15.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,233 | $54,848.88 | $54,113.13 | -$735.75 | -1.34% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 24,909 | $151,916.69 | $131,768.61 | -$20,148.08 | -13.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,175 | $31,515.75 | $27,427.5 | -$4,088.25 | -12.97% |
Matthew B. Boersen Straight Path Wealth Management | 39,900 | $265,679 | $211,470 | -$54,209 | -20.4% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,324 | $14,543.41 | $12,328.82 | -$2,214.59 | -15.23% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 15,231 | $75,241.28 | $80,952.76 | $5,711.48 | 7.59% |
| WJW Walter J. West Milestone Asset Management LLC | 147,191 | $922,587.36 | $774,224.66 | -$148,362.7 | -16.08% |
| RBL Robert B. LaRue Owen LaRue LLC | 33,448 | $256,751.23 | $176,939.92 | -$79,811.31 | -31.09% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 4,170 | $22,351 | $22,163.55 | -$187.45 | -0.84% |
Courtney Holt Compound Planning, Inc. | 29,639 | $184,407.79 | $157,383.09 | -$27,024.7 | -14.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,085 | $8,235 | $5,750.5 | -$2,484.5 | -30.17% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 300 | $1,671 | $1,578 | -$93 | -5.57% |
| RZ Rich Zeitz Bravias Capital Group LLC | 76,850 | $582,313.17 | $406,536.5 | -$175,776.67 | -30.19% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 20,875 | $140,811.45 | $110,428.75 | -$30,382.7 | -21.58% |