| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 5,767 | $768,215.25 | $731,889.97 | -$36,325.28 | -4.73% |
Jonathan Chatfield LM Advisors LLC | 2,231 | $289,701.97 | $283,136.21 | -$6,565.76 | -2.27% |
Alan Gilmore Private Wealth Management Group, LLC | 323 | $53,684.55 | $40,991.93 | -$12,692.62 | -23.64% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 8,749 | $1.01M | $1.11M | $100,213.58 | 9.92% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,512 | $462,761.36 | $445,707.92 | -$17,053.44 | -3.69% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 106,738 | $14.14M | $13.55M | -$596,591.2 | -4.22% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,569 | $729,308.05 | $706,761.79 | -$22,546.26 | -3.09% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,365 | $204,177 | $173,232.15 | -$30,944.85 | -15.16% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4,830 | $666,563.61 | $612,975.3 | -$53,588.31 | -8.04% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,373 | $688,251 | $554,977.43 | -$133,273.57 | -19.36% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 856 | $131,079.4 | $108,634.96 | -$22,444.44 | -17.12% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 7,335 | $843,452 | $930,884.85 | $87,432.85 | 10.37% |
Corey Saft Sivia Capital Partners, LLC | 2,593 | $341,022.59 | $329,077.63 | -$11,944.96 | -3.5% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 610 | $94,077.14 | $77,415.1 | -$16,662.04 | -17.71% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,259 | $265,817 | $286,689.69 | $20,872.69 | 7.85% |
Jay S. Arce Taylor Financial Group, Inc. | 16,021 | $2.11M | $2.03M | -$74,365.29 | -3.53% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,109 | $682,419.51 | $521,473.19 | -$160,946.32 | -23.58% |
Ashley Meredith Abel Hall, LLC | 9,257 | $1.16M | $1.17M | $13,320.31 | 1.15% |
Nicholas Jeffries M3 Advisory Group, LLC | 6,059 | $788,983.41 | $768,947.69 | -$20,035.72 | -2.54% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,757 | $414,263.64 | $349,890.87 | -$64,372.77 | -15.54% |