| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 100,864 | $2.25M | $2.22M | -$28,235.98 | -1.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 102 | $2,290.05 | $2,239.92 | -$50.13 | -2.19% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 28,804 | $626,517.3 | $633,688 | $7,170.7 | 1.14% |
| JM John Malone Amundi | 79,627 | $1.78M | $1.75M | -$35,386.55 | -1.99% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 581,145 | $12.66M | $12.79M | $126,605.42 | 1% |
Adams Wealth Management Adams Wealth Management | 78,165 | $1.73M | $1.72M | -$13,877.98 | -0.8% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,331 | $275,351 | $270,295.52 | -$5,055.48 | -1.84% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6,327 | $137,175.15 | $138,687.84 | $1,512.69 | 1.1% |
Kurt Van Dyken Lifeworks Advisors LLC | 10,321 | $230,261.51 | $227,062 | -$3,199.51 | -1.39% |
Brian Baylis Bell Investment Advisors Inc. | 40,035 | $1.03M | $881,971.09 | -$147,729.11 | -14.35% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 27,351 | $600,243.52 | $599,533.92 | -$709.6 | -0.12% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 56,640 | $1.24M | $1.24M | $4,657.48 | 0.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 869 | $19,387.39 | $19,118 | -$269.39 | -1.39% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,969 | $65,585.78 | $65,080.48 | -$505.3 | -0.77% |
Brandon Collier Collier Financial | 494,650 | $10.95M | $10.84M | -$104,172.97 | -0.95% |
Candace Cavalier Congress Wealth Management LLC / DE / | 22,324 | $481,455.82 | $489,342.08 | $7,886.26 | 1.64% |
Tyler Glazier New Millennium Group LLC | 420 | $9,416.4 | $9,206.4 | -$210 | -2.23% |
Kathleen Thornhill Confluence Wealth Services Inc. | 23,944 | $534,190.64 | $524,852.48 | -$9,338.16 | -1.75% |
Dalila Toledo Ascent Group LLC | 14,391 | $317,639.62 | $315,450.72 | -$2,188.9 | -0.69% |
| EM Erin Mccann Simplicity Wealth LLC | 100,365 | $2.24M | $2.2M | -$39,142.35 | -1.75% |