| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Tackett Penobscot Wealth Management | 18,434 | $896,040.14 | $880,592.18 | -$15,447.96 | -1.72% |
Spencer Rand Five Oceans Advisors | 5,123 | $279,784.7 | $244,725.71 | -$35,058.99 | -12.53% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,940 | $491,382.43 | $474,833.8 | -$16,548.63 | -3.37% |
Katie Smith Delos Wealth Advisors LLC | 1,837 | $90,226.27 | $87,661.64 | -$2,564.63 | -2.84% |
Justin Ericksen Blue Barn Wealth LLC | 73,647 | $3.62M | $3.52M | -$104,033.67 | -2.87% |
Richard Slavik Newbridge Financial Services Group Inc. | 636 | $31,785.39 | $30,349.92 | -$1,435.47 | -4.52% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 205,020 | $10.7M | $9.83M | -$869,389.44 | -8.13% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 230 | $11,251.6 | $10,987.1 | -$264.5 | -2.35% |
Kurt Van Dyken Lifeworks Advisors LLC | 404,393 | $19.85M | $19.3M | -$548,908.87 | -2.77% |
Sima Elimelech Activest Wealth Management | 285 | $13,694.25 | $13,614.45 | -$79.8 | -0.58% |
| WB William Bromley Innova Wealth Partners | 6,920 | $339,441.64 | $330,568.4 | -$8,873.24 | -2.61% |
Brian Baylis Bell Investment Advisors Inc. | 3 | $142.29 | $143.85 | $1.56 | 1.1% |
| KC Kasey Cook Maripau Wealth Management LLC | 18,109 | $947,260.71 | $865,972.38 | -$81,288.33 | -8.58% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 536 | $26,365.84 | $25,604.72 | -$761.12 | -2.89% |
Andrew Endelman Independent Wealth Network Inc. | 9,950 | $484,358.42 | $475,311.5 | -$9,046.92 | -1.87% |
Nancy Williamson Helen Stephens Group LLC | 19,669 | $988,957.32 | $939,588.13 | -$49,369.19 | -4.99% |
David Spratt Badgley Phelps Wealth Managers LLC | 10,717 | $516,120.95 | $511,951.09 | -$4,169.86 | -0.81% |
| CB Charles Brewster Brewster Financial Planning LLC | 4,921 | $238,324.03 | $235,076.17 | -$3,247.86 | -1.36% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 18,795 | $912,579.11 | $897,837.15 | -$14,741.96 | -1.62% |
Ashish Sharma DGS Capital Management LLC | 22,183 | $1.08M | $1.06M | -$24,879.08 | -2.29% |