| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 150 | $11,476.5 | $11,262.75 | -$213.75 | -1.86% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 65,487 | $5.02M | $4.89M | -$126,361.1 | -2.52% |
Daniel L. Lippincott Karpus Management Inc. | 21,000 | $1.61M | $1.58M | -$33,495 | -2.08% |
| JPC Joseph P. Condren Opus Capital Group LLC | 148,913 | $11.33M | $11.18M | -$152,284.09 | -1.34% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,285 | $555,772.87 | $546,375 | -$9,397.87 | -1.69% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,706 | $275,668 | $278,042.65 | $2,374.65 | 0.86% |
James D. King Lindenwold Advisors Inc. | 23,075 | $1.76M | $1.73M | -$31,678.75 | -1.8% |
William Reid Culp III TAGStone Capital Inc. | 3,066 | $234,579.66 | $230,057.31 | -$4,522.35 | -1.93% |
Dominic Corabi Wedmont Private Capital | 18,853 | $1.44M | $1.41M | -$27,061.4 | -1.88% |
Clint Dunn Beaird Harris Wealth Management LLC | 74,692 | $5.71M | $5.61M | -$102,288.92 | -1.79% |
John Gorlow Cardiff Park Advisors LLC | 2,850 | $218,595 | $213,821.25 | -$4,773.75 | -2.18% |
Allison Tronnes Forum Financial Management LP | 6,567 | $502,441.17 | $492,689.17 | -$9,752 | -1.94% |
Dalila Toledo Ascent Group LLC | 4,122 | $314,992.02 | $309,459.15 | -$5,532.87 | -1.76% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,112 | $314,222.16 | $307,330.88 | -$6,891.28 | -2.19% |
Jim Clark Worth Asset Management LLC | 4,460 | $341,234.6 | $333,340.4 | -$7,894.2 | -2.31% |
Holly Skipper Verum Partners LLC | 23,102 | $1.75M | $1.73M | -$20,240.73 | -1.15% |
Stephen Smith Kestra Investment Management LLC | 139,319 | $10.68M | $10.46M | -$220,820.65 | -2.07% |
Scott Highmark Mosaic Family Wealth Partners LLC | 126,587 | $9.69M | $9.5M | -$190,026.83 | -1.96% |
David Gutierrez Gutierrez Wealth Advisory LLC | 6,684 | $507,913.44 | $501,233.16 | -$6,680.28 | -1.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7,881 | $593,105.92 | $590,917.38 | -$2,188.54 | -0.37% |