| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,792 | $374,980 | $371,870.88 | -$3,109.12 | -0.83% |
Joshua Ryder Taff New Perspectives Inc. | 3.09M | $78.88M | $77.15M | -$1.73M | -2.19% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 324,040 | $8.2M | $8.09M | -$109,964.27 | -1.34% |
Thomas Healy PFW Advisors LLC | 342,791 | $8.67M | $8.55M | -$116,467.46 | -1.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 185,776 | $4.74M | $4.64M | -$108,303.36 | -2.28% |
Jennifer Lutz Trademark Financial Management, LLC | 18,507 | $468,366.42 | $461,786.66 | -$6,579.76 | -1.4% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 13,238 | $335,583 | $330,314.58 | -$5,268.42 | -1.57% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 16,619 | $421,292 | $414,677.29 | -$6,614.71 | -1.57% |
| RM Rich Mowrer Brookwood Investment Group LLC | 12,057 | $305,090.01 | $300,846.26 | -$4,243.75 | -1.39% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 90,298 | $2.29M | $2.25M | -$36,045.35 | -1.57% |