| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,922 | $559,911 | $549,907.47 | -$10,003.53 | -1.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 26,197 | $1.67M | $1.61M | -$58,952.19 | -3.54% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 6,394 | $403,575.68 | $393,039.18 | -$10,536.5 | -2.61% |
Bethany Wagner Level Financial Advisors | 21,461 | $1.34M | $1.32M | -$17,872.17 | -1.33% |
Jennifer Scott Scott Capital Advisors LLC | 25,826 | $1.66M | $1.59M | -$65,307.24 | -3.94% |
Sue Cox BetterWealth LLC | 26,192 | $1.64M | $1.61M | -$27,763.16 | -1.69% |
Michael Byun SageView Advisory Group LLC | 177,552 | $11.41M | $10.94M | -$466,997.8 | -4.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,399 | $215,496.6 | $209,378.4 | -$6,118.2 | -2.84% |
Benjamin Cauley Carr Financial Group Corp. | 6,578 | $401,843.89 | $405,204.8 | $3,360.91 | 0.84% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 64 | $4,029.85 | $3,934.08 | -$95.77 | -2.38% |
Mariana Coli Dunhill Financial LLC | 152 | $9,539 | $9,368.52 | -$170.48 | -1.79% |
| THL Team Hewins LLC Team Hewins LLC | 36,850 | $2.34M | $2.27M | -$66,815.82 | -2.86% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,970 | $379,871.1 | $366,263.68 | -$13,607.42 | -3.58% |
Gregory Turcotte Alpha Financial Partners LLC | 4,040 | $253,568 | $247,856.83 | -$5,711.17 | -2.25% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 2,798 | $175,528.57 | $171,979.07 | -$3,549.5 | -2.02% |
Pavin White 25 LLC | 5,208 | $330,187 | $320,812.8 | -$9,374.2 | -2.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,210 | $454,877.77 | $444,136 | -$10,741.77 | -2.36% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 20,637 | $1.31M | $1.27M | -$36,068.68 | -2.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,500 | $155,927 | $154,000 | -$1,927 | -1.24% |
James Rankin Modern Wealth Management, LLC | 21,603 | $1.36M | $1.33M | -$32,807.49 | -2.41% |