| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 73,062 | $3.69M | $3.63M | -$62,852.32 | -1.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,620 | $230,251.07 | $229,336.8 | -$914.27 | -0.4% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 41,349 | $2.06M | $2.06M | -$1,078.31 | -0.05% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 42,892 | $2.16M | $2.14M | -$19,527.73 | -0.91% |
PAX Financial Group PAX Financial Group LLC | 40,249 | $2.01M | $2.01M | -$7,023.05 | -0.35% |
| RR rosemary richard WCG Wealth Advisors LLC | 10,031 | $506,565.5 | $499,894.88 | -$6,670.62 | -1.32% |
| YA Yinka Akinsola Blue Trust Inc. | 2,511 | $126,629.73 | $124,646.04 | -$1,983.69 | -1.57% |
Joseph Castro Nuveen LLC | 5,895 | $297,698 | $292,627.8 | -$5,070.2 | -1.7% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 5,813 | $293,556.5 | $289,748.98 | -$3,807.52 | -1.3% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 75,773 | $3.78M | $3.78M | -$1,664.47 | -0.04% |
Arlie W. Green Fortress Wealth Management Inc. | 6,021 | $300,130.5 | $300,176.95 | $46.45 | 0.02% |
Timothy Carne SFG Wealth Management LLC | 18,397 | $929,048.5 | $917,090.45 | -$11,958.05 | -1.29% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 5,377 | $271,271.55 | $268,016.56 | -$3,254.99 | -1.2% |
W. Travis McKinney HB Wealth Management LLC | 30,217 | $1.53M | $1.51M | -$20,245.39 | -1.33% |
Marc H. Stone Tyler-Stone Wealth Management | 28,620 | $1.43M | $1.43M | -$2,035.2 | -0.14% |
Michael Byun SageView Advisory Group LLC | 9,994 | $504,686.3 | $498,100.96 | -$6,585.34 | -1.3% |
| CMD Chris M. Denholm Objective Capital Management LLC | 5,246 | $264,556.24 | $261,591.79 | -$2,964.45 | -1.12% |
Timothy Gerlach Novem Group | 6,024 | $304,564.92 | $300,175.92 | -$4,389 | -1.44% |
Jim Clark Worth Asset Management LLC | 4,600 | $232,070 | $228,436 | -$3,634 | -1.57% |
Rosemarie Ranzie Stage Harbor Financial LLC | 15,850 | $800,425 | $790,677.25 | -$9,747.75 | -1.22% |