| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,475 | $528,657 | $497,747.25 | -$30,909.75 | -5.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 37,927 | $965,380.37 | $922,005.37 | -$43,375 | -4.49% |
| YA Yinka Akinsola Blue Trust Inc. | 1,459 | $37,343.45 | $35,468.29 | -$1,875.16 | -5.02% |
Jeff Ameen Spire Wealth Management | 15,627 | $398,207.01 | $382,236.42 | -$15,970.59 | -4.01% |
Kyle P. Smith NewEdge Wealth LLC | 53,356 | $1.36M | $1.31M | -$53,089.22 | -3.91% |
Carrie Delgott Wescott Financial Advisory Group LLC | 31,268 | $805,399.73 | $765,909.66 | -$39,490.07 | -4.9% |
Shad Lamm Keystone Wealth Services LLC | 10,894 | $280,084.74 | $266,303.83 | -$13,780.91 | -4.92% |
Katie Smith Delos Wealth Advisors LLC | 178 | $4,576.38 | $4,352.99 | -$223.39 | -4.88% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,120 | $365,284.42 | $345,022.2 | -$20,262.22 | -5.55% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 45 | $1,152.45 | $1,093.95 | -$58.5 | -5.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,122 | $440,190.87 | $416,235.82 | -$23,955.05 | -5.44% |
Dominic Corabi Wedmont Private Capital | 471,085 | $12.29M | $11.53M | -$753,871.4 | -6.14% |
Clint Dunn Beaird Harris Wealth Management LLC | 166,612 | $4.38M | $4.07M | -$308,008.26 | -7.03% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 70,567 | $1.83M | $1.73M | -$101,789.05 | -5.56% |
Michael Byun SageView Advisory Group LLC | 15,035 | $379,122.87 | $367,680.92 | -$11,441.95 | -3.02% |
| DW Darren Woolson Asset Allocation Strategies LLC | 33,610 | $861,292.06 | $823,613.05 | -$37,679.01 | -4.37% |
Mark Mowrey Signature Resources Capital Management LLC | 1,101 | $28,428 | $26,924.95 | -$1,503.05 | -5.29% |
Rachel Faulk Cape Investment Advisory Inc. | 11,549 | $296,355.42 | $282,488.54 | -$13,866.88 | -4.68% |
Lukas Lindgren Abound Wealth Management | 345 | $8,908 | $8,443.87 | -$464.13 | -5.21% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 23,933 | $613,934.37 | $581,811.23 | -$32,123.14 | -5.23% |