| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,733 | $1.04M | $818,236.27 | -$218,527 | -21.08% |
Ashley Meredith Abel Hall, LLC | 1,984 | $580,256.76 | $434,872.96 | -$145,383.8 | -25.06% |
| CI CacheTech Inc. CacheTech Inc. | 3,271 | $917,200.67 | $712,275.26 | -$204,925.41 | -22.34% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 92 | $27,251.65 | $20,033.42 | -$7,218.23 | -26.49% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,675 | $604,083.88 | $582,493.53 | -$21,590.35 | -3.57% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 2,061 | $457,496.2 | $451,750.59 | -$5,745.61 | -1.26% |
Nicholas Jeffries M3 Advisory Group, LLC | 864 | $220,080.45 | $189,380.16 | -$30,700.29 | -13.95% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,935 | $571,273.2 | $424,132.65 | -$147,140.55 | -25.76% |
Michael Bailey MGB Wealth Management, LLC | 828 | $182,788.01 | $181,489.32 | -$1,298.69 | -0.71% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,329 | $330,469 | $291,303.51 | -$39,165.49 | -11.85% |
Fox Hill Wealth Management Fox Hill Wealth Management | 5,461 | $1.13M | $1.2M | $70,048.68 | 6.22% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,603 | $635,674.49 | $570,551.57 | -$65,122.92 | -10.24% |
Douglas E. Morisoli Fairman Group, LLC | 49 | $8,235.86 | $10,740.31 | $2,504.45 | 30.41% |
Donald O. Dempster DLK Investment Management, LLC | 3,050 | $529,191.94 | $645,075 | $115,883.06 | 21.9% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,749 | $748,380.98 | $602,553.31 | -$145,827.67 | -19.49% |
Columbia Bank Columbia Bank | 3,080 | $656,317.91 | $675,105.2 | $18,787.29 | 2.86% |
Kelly Harris Glass Wealth Management Co LLC | 2,050 | $400,828.96 | $449,339.5 | $48,510.54 | 12.1% |
Cory Davis IMZ Advisory Inc | 3,837 | $631,926.85 | $841,032.03 | $209,105.18 | 33.09% |
Robert Santos Arrowroot Family Office, LLC | 1,844 | $538,017.66 | $404,186.36 | -$133,831.3 | -24.87% |
| WL Wealthcollab LLC WealthCollab, LLC | 300 | $54,547 | $65,721 | $11,174 | 20.49% |