| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 889 | $31,894.19 | $30,994.98 | -$899.21 | -2.82% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 229,630 | $8.2M | $8M | -$205,518.39 | -2.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 60 | $2,156.64 | $2,089.2 | -$67.44 | -3.13% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 80,123 | $2.81M | $2.8M | -$12,819.68 | -0.46% |
SkyOak Wealth SkyOak Wealth LLC | 6,400 | $229,952 | $223,424 | -$6,528 | -2.84% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,174 | $331,324.74 | $320,677.17 | -$10,647.57 | -3.21% |
| CB Catherine Bluvol Next Level Private LLC | 254,563 | $9.07M | $8.9M | -$168,083.29 | -1.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,499 | $769,858.76 | $751,390.05 | -$18,468.71 | -2.4% |
James M. Perkins Quantum Private Wealth LLC | 18,366 | $644,830.26 | $641,983.53 | -$2,846.73 | -0.44% |
Moises Valladares Insigneo Advisory Services LLC | 6,461 | $226,397.01 | $225,262.76 | -$1,134.25 | -0.5% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 15,956 | $569,869 | $557,662.2 | -$12,206.8 | -2.14% |
Eugene Donato KENNEDY INVESTMENT GROUP | 18,392 | $658,875.96 | $643,076.28 | -$15,799.68 | -2.4% |
Annmarie Young KPP Advisory Services LLC | 85,891 | $3.1M | $3M | -$104,603.78 | -3.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,116 | $1.33M | $1.29M | -$40,558.81 | -3.04% |
Chris Chatto Encompass More Asset Management | 25,370 | $896,486.68 | $884,905.6 | -$11,581.08 | -1.29% |
David Van Overeem RMR Capital Management, LLC | 123,615 | $4.42M | $4.32M | -$102,258.29 | -2.31% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 361,666 | $12.99M | $12.61M | -$380,267.7 | -2.93% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 14,700 | $528,885.37 | $513,544.5 | -$15,340.87 | -2.9% |
Centerpoint Advisory Group Centerpoint Advisory Group | 6,520 | $235,312.67 | $227,874 | -$7,438.67 | -3.16% |
| BM Boulos Michael TME Financial Inc. | 25,391 | $911,219.03 | $886,399.81 | -$24,819.22 | -2.72% |