| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 107,871 | $2.72M | $2.66M | -$59,342.43 | -2.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,687 | $396,672.66 | $386,998.29 | -$9,674.37 | -2.44% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 23,142 | $580,641.78 | $572,533.08 | -$8,108.7 | -1.4% |
Joseph Castro Nuveen LLC | 79,703 | $2.01M | $1.97M | -$43,820.99 | -2.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,983 | $269,962.14 | $270,950.61 | $988.47 | 0.37% |
Penny A. Phillips Journey Strategic Wealth LLC | 169,612 | $4.26M | $4.2M | -$62,109.11 | -1.46% |
W. Travis McKinney HB Wealth Management LLC | 28,971 | $725,378.04 | $716,742.54 | -$8,635.5 | -1.19% |
Eugene Donato KENNEDY INVESTMENT GROUP | 51,044 | $1.29M | $1.26M | -$22,502.06 | -1.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,293 | $130,102 | $130,578.31 | $476.31 | 0.37% |
| AK Alisha Kamadia United Community Bank | 3,880 | $98,300.22 | $95,971.8 | -$2,328.42 | -2.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 176,204 | $4.44M | $4.36M | -$84,578.04 | -1.9% |
James Rankin Modern Wealth Management, LLC | 40,735 | $1.02M | $1.01M | -$16,293.91 | -1.59% |
Jeff Ramsey Quotient Wealth Partners, LLC | 343,887 | $8.65M | $8.51M | -$148,775.37 | -1.72% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 21,320 | $538,566.24 | $527,350.2 | -$11,216.04 | -2.08% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 191,528 | $4.84M | $4.74M | -$98,074.67 | -2.03% |
James J. Karabas Embree Financial Group | 42,650 | $1.07M | $1.06M | -$18,688.11 | -1.74% |
Adam Stalnaker Rockport Wealth LLC | 9,603 | $241,081.64 | $237,530.2 | -$3,551.44 | -1.47% |
VestGen Advisors LLC VestGen Advisors LLC | 42,049 | $1.06M | $1.04M | -$17,159.68 | -1.62% |
| RN Ron New Whipplewood Advisors LLC | 86,368 | $2.19M | $2.14M | -$51,263.16 | -2.34% |
| ASB Albert Sidney Browning Integras Partners LLC | 18,514 | $466,923 | $457,943.79 | -$8,979.21 | -1.92% |