| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,475 | $528,657 | $520,269.75 | -$8,387.25 | -1.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 37,927 | $965,380.37 | $962,587.26 | -$2,793.11 | -0.29% |
| YA Yinka Akinsola Blue Trust Inc. | 728 | $18,549.44 | $18,440.24 | -$109.2 | -0.59% |
Jeff Ameen Spire Wealth Management | 15,627 | $398,207.01 | $395,831.91 | -$2,375.1 | -0.6% |
Kyle P. Smith NewEdge Wealth LLC | 53,356 | $1.36M | $1.36M | -$3,734.92 | -0.27% |
Carrie Delgott Wescott Financial Advisory Group LLC | 30,997 | $798,432.32 | $785,154.01 | -$13,278.31 | -1.66% |
Shad Lamm Keystone Wealth Services LLC | 10,894 | $280,084.74 | $275,945.02 | -$4,139.72 | -1.48% |
Katie Smith Delos Wealth Advisors LLC | 178 | $4,576.38 | $4,519.42 | -$56.96 | -1.24% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,120 | $365,284.42 | $357,659.6 | -$7,624.82 | -2.09% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 139 | $3,559.79 | $3,520.87 | -$38.92 | -1.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,101 | $439,666.71 | $433,168.33 | -$6,498.38 | -1.48% |
Dominic Corabi Wedmont Private Capital | 494,149 | $12.88M | $12.52M | -$360,806.17 | -2.8% |
Clint Dunn Beaird Harris Wealth Management LLC | 166,612 | $4.38M | $4.22M | -$162,222.76 | -3.7% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 70,567 | $1.83M | $1.79M | -$39,337.25 | -2.15% |
Michael Byun SageView Advisory Group LLC | 15,035 | $379,122.87 | $382,039.35 | $2,916.48 | 0.77% |
| DW Darren Woolson Asset Allocation Strategies LLC | 33,610 | $861,292.06 | $853,357.9 | -$7,934.16 | -0.92% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 15,271 | $390,093.3 | $386,814.43 | -$3,278.87 | -0.84% |
Mark Mowrey Signature Resources Capital Management LLC | 1,101 | $28,428 | $27,888.33 | -$539.67 | -1.9% |
Rachel Faulk Cape Investment Advisory Inc. | 11,449 | $293,939.32 | $290,003.17 | -$3,936.15 | -1.34% |
Lukas Lindgren Abound Wealth Management | 345 | $8,908 | $8,738.85 | -$169.15 | -1.9% |