| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,154 | $523,214.22 | $513,132.24 | -$10,081.98 | -1.93% |
Curtis Ellergodt Rothschild Investment LLC | 1,250 | $127,215.54 | $123,975 | -$3,240.54 | -2.55% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 83,629 | $8.47M | $8.29M | -$178,111.78 | -2.1% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 74,806 | $7.53M | $7.45M | -$80,258.56 | -1.07% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 2,645 | $266,775 | $263,322.97 | -$3,452.03 | -1.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,261 | $635,155.63 | $620,965.98 | -$14,189.65 | -2.23% |
Daniel L. Lippincott Karpus Management Inc. | 34,250 | $3.49M | $3.41M | -$81,343.72 | -2.33% |
| RFH Robert F. Hall HA LLCAPITAL MANAGEMENT Co. Inc. | 95,531 | $9.68M | $9.51M | -$171,955.8 | -1.78% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,965 | $807,529.1 | $792,517.5 | -$15,011.6 | -1.86% |
Carrie Delgott Wescott Financial Advisory Group LLC | 739,648 | $74.43M | $73.64M | -$792,972.98 | -1.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 76,988 | $7.8M | $7.66M | -$132,901.74 | -1.7% |
Bethany Wagner Level Financial Advisors | 3,693 | $368,345.41 | $367,564.29 | -$781.12 | -0.21% |
Katie Smith Delos Wealth Advisors LLC | 2,533 | $256,187.62 | $252,020.83 | -$4,166.79 | -1.63% |
Richard Slavik Newbridge Financial Services Group Inc. | 742 | $73,161.2 | $73,591.56 | $430.36 | 0.59% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,347 | $239,138.16 | $233,573.44 | -$5,564.72 | -2.33% |
Armand Doucette Surience Private Wealth LLC | 22,493 | $2.28M | $2.24M | -$36,955.4 | -1.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,908 | $594,770.53 | $585,955.44 | -$8,815.09 | -1.48% |
William Reid Culp III TAGStone Capital Inc. | 5,443 | $547,075.93 | $542,095.58 | -$4,980.35 | -0.91% |
Dominic Corabi Wedmont Private Capital | 44,303 | $4.41M | $4.41M | $3,140.05 | 0.07% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 24,804 | $2.49M | $2.47M | -$25,402.17 | -1.02% |