| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,231 | $260,780 | $252,310.72 | -$8,469.28 | -3.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 690 | $9,970.5 | $9,101.1 | -$869.4 | -8.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 475,973 | $6.8M | $6.24M | -$568,814.93 | -8.36% |
| BO Brian Oliveira Clear Street Group Inc. | 4,414 | $59,854 | $58,308.94 | -$1,545.06 | -2.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,560 | $101,606.4 | $99,036 | -$2,570.4 | -2.53% |
Penny A. Phillips Journey Strategic Wealth LLC | 24,000 | $347,160 | $314,400 | -$32,760 | -9.44% |
Jill Grimes Centurion Wealth Management LLC | 21,631 | $335,974.16 | $283,366.1 | -$52,608.06 | -15.66% |
Scott Boyce Decker Retirement Planning Inc. | 100 | $1,356 | $1,310 | -$46 | -3.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,777 | $314,227.68 | $298,378.7 | -$15,848.98 | -5.04% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,631 | $144,156 | $139,266.1 | -$4,889.9 | -3.39% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 212 | $3,083.84 | $2,777.2 | -$306.64 | -9.94% |
Elizabeth Arce Sovran Advisors LLC | 11,865 | $164,910.48 | $155,431.5 | -$9,478.98 | -5.75% |
| DN Daniel Newman Noble Wealth Management PBC | 1,700 | $22,932 | $22,270 | -$662 | -2.89% |
Nicole Reese WPG Advisers LLC | 2,504 | $35,987.69 | $32,802.4 | -$3,185.29 | -8.85% |