| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 182,940 | $3.44M | $3.35M | -$85,069.81 | -2.47% |
| EM Erin Mccann Simplicity Wealth LLC | 521,467 | $9.8M | $9.55M | -$250,304.16 | -2.55% |
Loni Adams Daymark Wealth Partners LLC | 43,063 | $812,835.76 | $790,421.36 | -$22,414.4 | -2.76% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 30,432 | $575,481.27 | $558,579.36 | -$16,901.91 | -2.94% |
Crux Wealth Advisors Crux Wealth Advisors | 123,124 | $2.32M | $2.26M | -$59,322.82 | -2.56% |
Warner Group LLC Warner Group LLC | 39,614 | $744,548 | $726,520.76 | -$18,027.24 | -2.42% |