| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 2,389 | $446,904.78 | $441,152.74 | -$5,752.04 | -1.29% |
Carmen McClennon WR Wealth Planners, LLC | 1,254 | $266,819.25 | $234,184.5 | -$32,634.75 | -12.23% |
Craig Small Symphony Financial Services, Inc. | 943 | $204,132 | $176,751.2 | -$27,380.8 | -13.41% |
Nathan Edwards IMG Wealth Management, Inc. | 155 | $33,105.23 | $28,622.3 | -$4,482.93 | -13.54% |
David A Rozenson Fairscale Capital, LLC | 279 | $51,908.13 | $51,520.14 | -$387.99 | -0.75% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,004 | $216,372 | $185,398.64 | -$30,973.36 | -14.31% |
Adam Jordan Paul R. Ried Financial Group, LLC | 20,543 | $3.82M | $3.84M | $18,289.6 | 0.48% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 647 | $140,056 | $119,475.02 | -$20,580.98 | -14.69% |
| FGS Frederic G Sauer Orion Investment Co | 1,904 | $346,547.49 | $356,400.24 | $9,852.75 | 2.84% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 808 | $148,452.76 | $149,205.28 | $752.52 | 0.51% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 7,105 | $1.3M | $1.31M | $16,112.74 | 1.24% |
Greg Reidy Granite FO LLC | 874 | $132,882.6 | $164,950.02 | $32,067.42 | 24.13% |
Laurel Steward Mattson Financial Services, LLC | 2,776 | $506,883.97 | $512,616.16 | $5,732.19 | 1.13% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 12 | $2,124 | $2,244.24 | $120.24 | 5.66% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 5,016 | $1.04M | $926,254.56 | -$118,572.03 | -11.35% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,044 | $199,925.99 | $194,695.57 | -$5,230.42 | -2.62% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,174 | $229,474.6 | $216,790.84 | -$12,683.76 | -5.53% |
Brent Peacock KP Management LLC | 24,500 | $4.3M | $4.58M | $274,555 | 6.38% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 1,584 | $342,888 | $292,501.44 | -$50,386.56 | -14.69% |
Andrew Snider Maiden Cove Capital, LLC | 1,243 | $234,624 | $231,894.08 | -$2,729.92 | -1.16% |