| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,792 | $374,980 | $362,404 | -$12,576 | -3.35% |
Joshua Ryder Taff New Perspectives Inc. | 3.21M | $81.74M | $78.68M | -$3.06M | -3.74% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 324,040 | $8.2M | $7.94M | -$256,430.35 | -3.13% |
Thomas Healy PFW Advisors LLC | 352,818 | $8.91M | $8.63M | -$279,135.84 | -3.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 204,500 | $5.2M | $5.01M | -$186,863.5 | -3.6% |
Jennifer Lutz Trademark Financial Management, LLC | 18,507 | $468,366.42 | $453,377.08 | -$14,989.34 | -3.2% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 13,238 | $335,583 | $323,933.86 | -$11,649.14 | -3.47% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 16,619 | $421,292 | $406,666.93 | -$14,625.07 | -3.47% |
| RM Rich Mowrer Brookwood Investment Group LLC | 12,057 | $305,090.01 | $294,914.22 | -$10,175.79 | -3.34% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 90,298 | $2.29M | $2.21M | -$77,076.77 | -3.37% |