| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 115 | $13,071 | $11,995.65 | -$1,075.35 | -8.23% |
Cornelius T. McDonald III Wealth Group, Ltd. | 5,240 | $475,477.6 | $549,728.4 | $74,250.8 | 15.62% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 16,711 | $2.06M | $1.75M | -$307,983.93 | -14.94% |
Michael Bailey MGB Wealth Management, LLC | 5,549 | $610,778.35 | $581,202.26 | -$29,576.09 | -4.84% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,023 | $231,948 | $212,576.84 | -$19,371.16 | -8.35% |
David Quinn Pine Harbor Wealth Management, LLC | 3,486 | $389,111.35 | $365,367.66 | -$23,743.69 | -6.1% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,763 | $401,243.41 | $393,741.5 | -$7,501.91 | -1.87% |
Douglas E. Morisoli Fairman Group, LLC | 712 | $64,607 | $74,564.2 | $9,957.2 | 15.41% |
Donald O. Dempster DLK Investment Management, LLC | 58,629 | $6.38M | $6.15M | -$228,156.26 | -3.58% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 6,085 | $668,898.24 | $635,274 | -$33,624.24 | -5.03% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 2,140 | $194,183.6 | $223,747.7 | $29,564.1 | 15.22% |
Columbia Bank Columbia Bank | 14,502 | $1.71M | $1.52M | -$188,443.8 | -11.01% |
Kelly Harris Glass Wealth Management Co LLC | 3,065 | $339,845.67 | $320,599 | -$19,246.67 | -5.66% |
| WL Wealthcollab LLC WealthCollab, LLC | 768 | $84,353.58 | $80,232.96 | -$4,120.62 | -4.88% |
Ian Jameson American Capital Advisory, LLC | 838 | $90,565.83 | $87,709.27 | -$2,856.56 | -3.15% |
Richard Zipkis Granite Group Advisors, LLC | 5,405 | $490,449.46 | $563,795.55 | $73,346.09 | 14.95% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,258 | $204,891 | $237,270.64 | $32,379.64 | 15.8% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,502 | $515,636.66 | $473,025.14 | -$42,611.52 | -8.26% |
Joel W. Lake Capstone Wealth Management, LLC | 5,747 | $521,483 | $603,952.23 | $82,469.23 | 15.81% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 63,808 | $7.1M | $6.68M | -$421,880.97 | -5.94% |