| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 46,280 | $2.47M | $2.41M | -$55,782.2 | -2.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 76 | $4,112.36 | $3,962.26 | -$150.1 | -3.65% |
| NW Nathan Woodruff Dimension Capital Management LLC | 7,483 | $390,388.11 | $391,360.9 | $972.79 | 0.25% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 3,888 | $195,812.18 | $203,031.36 | $7,219.18 | 3.69% |
| TB Thomas Baker Blue Oak Capital LLC | 20,675 | $1.12M | $1.08M | -$37,318.88 | -3.34% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,513 | $617,836.17 | $601,842.07 | -$15,994.1 | -2.59% |
John Mezzasalma Mezzasalma Advisors LLC | 8,968 | $478,059.28 | $468,936.72 | -$9,122.56 | -1.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 52,462 | $2.84M | $2.74M | -$98,366.25 | -3.47% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 562,327 | $30.26M | $29.36M | -$897,457.93 | -2.97% |
Nabeed Zaman Eagle Strategies LLC | 312,745 | $16.85M | $16.37M | -$482,883.61 | -2.87% |
Lincoln Bach Delap Wealth Advisory LLC | 6,805 | $349,893.45 | $356,139.67 | $6,246.22 | 1.79% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 255,166 | $12.83M | $13.32M | $489,845.85 | 3.82% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 8,958 | $460,179.21 | $468,548.19 | $8,368.98 | 1.82% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 50,663 | $2.65M | $2.65M | -$2,153.64 | -0.08% |
Bert D. Barre Colonial Trust Co. / SC | 1,070 | $57,876.3 | $55,896.8 | -$1,979.5 | -3.42% |
Jeffrey Hanson Breakwater Capital Group | 13,358 | $692,860 | $698,089.08 | $5,229.08 | 0.75% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11,814 | $604,456.58 | $616,927.08 | $12,470.5 | 2.06% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 119,832 | $6.27M | $6.26M | -$7,911.8 | -0.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,203 | $2.19M | $2.21M | $16,571.18 | 0.76% |
Michael D. Kim Marathon Strategic Advisors, LLC | 4,964 | $259,729.77 | $259,095.98 | -$633.79 | -0.24% |