| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 6,894 | $1.34M | $1.27M | -$63,207.32 | -4.73% |
Kyle Jones Pineridge Advisors LLC | 500 | $129,689.51 | $92,330 | -$37,359.51 | -28.81% |
Sean Rooney Prospect Financial Services LLC | 41,428 | $7.43M | $7.82M | $388,296.47 | 5.23% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 38,824 | $7.77M | $7.17M | -$601,553.62 | -7.74% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,223 | $469,834.08 | $410,499.18 | -$59,334.9 | -12.63% |
Ashley Meredith Abel Hall, LLC | 2,089 | $453,491.21 | $390,141.64 | -$63,349.57 | -13.97% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 100 | $21,712 | $18,466 | -$3,246 | -14.95% |
Cornelius T. McDonald III Wealth Group, Ltd. | 4,565 | $964,435.8 | $856,165.75 | -$108,270.05 | -11.23% |
Nitin Kumbhani Accent Capital Management, LLC | 3,022 | $654,172 | $558,042.52 | -$96,129.48 | -14.69% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,274 | $267,092.34 | $235,256.84 | -$31,835.5 | -11.92% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,945 | $484,638.04 | $362,723.07 | -$121,914.97 | -25.16% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,295 | $279,520.81 | $239,134.7 | -$40,386.11 | -14.45% |
Robert Santos Arrowroot Family Office, LLC | 1,393 | $302,284.49 | $259,780.58 | -$42,503.91 | -14.06% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 2,570 | $538,830.52 | $484,984.7 | -$53,845.82 | -9.99% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,406 | $585,908.6 | $449,681.4 | -$136,227.2 | -23.25% |
Ian Jameson American Capital Advisory, LLC | 265 | $58,159.54 | $49,512.6 | -$8,646.94 | -14.87% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 1,193 | $185,816.55 | $220,299.38 | $34,482.83 | 18.56% |
David Maxey Heritage Family Offices, LLP | 4,856 | $1.05M | $896,708.96 | -$157,421.42 | -14.93% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,119 | $222,714.3 | $211,132.92 | -$11,581.38 | -5.2% |
Joel W. Lake Capstone Wealth Management, LLC | 1,127 | $243,962 | $208,111.82 | -$35,850.18 | -14.69% |