| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 117,838 | $1.85M | $1.63M | -$222,713.7 | -12.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,025 | $326,554 | $332,746.25 | $6,192.25 | 1.9% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,066 | $15,745 | $14,582.88 | -$1,162.12 | -7.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 565,408 | $8.25M | $7.83M | -$419,555.99 | -5.09% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 11,290 | $172,511.1 | $156,479.4 | -$16,031.7 | -9.29% |
Chris M. Frantz Catalina Capital Group, LLC | 12,920 | $180,970.28 | $179,846.4 | -$1,123.88 | -0.62% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 24,493 | $366,630.29 | $338,738.19 | -$27,892.1 | -7.61% |
Nicole Reese WPG Advisers LLC | 449 | $6,662.9 | $6,218.65 | -$444.25 | -6.67% |