| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 16,849 | $98,229.67 | $96,207.79 | -$2,021.88 | -2.06% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49,822 | $278,177.27 | $284,483.62 | $6,306.35 | 2.27% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 114,407 | $753,550.84 | $653,263.97 | -$100,286.87 | -13.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,500 | $10,680 | $8,595 | -$2,085 | -19.52% |
Scott Williams Investmark Advisory Group LLC | 11,438 | $71,024.14 | $64,498.88 | -$6,525.26 | -9.19% |
Jill Grimes Centurion Wealth Management LLC | 84,426 | $621,460.36 | $484,605.24 | -$136,855.12 | -22.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 21 | $128.98 | $118.44 | -$10.54 | -8.17% |
Joseph C. Gissy Tactive Advisors, LLC | 16,958 | $101,374.19 | $95,643.12 | -$5,731.07 | -5.65% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $3,085 | $2,820 | -$265 | -8.59% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 400 | $2,683.98 | $2,292 | -$391.98 | -14.6% |