| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HC Harry Cowley Stonegate Investment Group LLC | 15,488 | $151,162.88 | $119,102.72 | -$32,060.16 | -21.21% |
William Liberti Wealth Effects LLC | 56,090 | $422,918.6 | $431,332.1 | $8,413.5 | 1.99% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,174 | $14,954.31 | $16,718.06 | $1,763.75 | 11.79% |
Lindsey Seagraves Carson Advisory Inc. | 41,561 | $316,503.64 | $324,175.8 | $7,672.16 | 2.42% |
Caroline Jankowski Operose Advisors LLC | 44,465 | $359,705.42 | $342,825.15 | -$16,880.27 | -4.69% |
Michael Schneck Gridiron Partners LLC | 21,023 | $172,388.6 | $161,666.87 | -$10,721.73 | -6.22% |
John Swift Benchmark Investment Advisors LLC | 88,000 | $663,520 | $678,480 | $14,960 | 2.25% |
William Jollie Quent Capital LLC | 2,700 | $21,276 | $20,871 | -$405 | -1.9% |
Scott Williams Investmark Advisory Group LLC | 48,287 | $333,535.32 | $373,161.94 | $39,626.62 | 11.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,922 | $158,370.46 | $160,890.18 | $2,519.72 | 1.59% |
Craig Johnsen Fortitude Advisory Group LLC | 30,719 | $214,592.76 | $236,229.11 | $21,636.35 | 10.08% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 10,904 | $88,281.59 | $84,266.11 | -$4,015.48 | -4.55% |
Rachel Faulk Cape Investment Advisory Inc. | 1,991 | $15,689 | $15,310.79 | -$378.21 | -2.41% |
Jill Grimes Centurion Wealth Management LLC | 58,732 | $433,955.89 | $451,649.08 | $17,693.19 | 4.08% |
Alex Nunnamaker Schechter Investment Advisors LLC | 15,593 | $146,758.09 | $119,910.17 | -$26,847.92 | -18.29% |
Brian Dechow SWAN Capital LLC | 995 | $7,821 | $7,671.45 | -$149.55 | -1.91% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 12,159 | $97,411.34 | $93,502.71 | -$3,908.63 | -4.01% |
Loni Adams Daymark Wealth Partners LLC | 34,405 | $281,560.01 | $264,574.45 | -$16,985.56 | -6.03% |
Lyndsay Goody Onyx Financial Advisors LLC | 50,149 | $402,546.1 | $385,645.81 | -$16,900.29 | -4.2% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 96,899 | $683,782.02 | $745,153.31 | $61,371.29 | 8.98% |