| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 16,849 | $98,229.67 | $94,185.91 | -$4,043.76 | -4.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,193 | $59,425.19 | $56,978.87 | -$2,446.32 | -4.12% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 114,407 | $753,550.84 | $639,535.13 | -$114,015.71 | -15.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,500 | $10,680 | $8,385 | -$2,295 | -21.49% |
| SW Scott Williams Investmark Advisory Group LLC | 11,095 | $69,130.78 | $62,021.05 | -$7,109.73 | -10.28% |
Jill Grimes Centurion Wealth Management LLC | 84,426 | $621,460.36 | $471,941.34 | -$149,519.02 | -24.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 21 | $128.98 | $117.39 | -$11.59 | -8.99% |
Joseph C. Gissy Tactive Advisors, LLC | 16,958 | $101,374.19 | $94,795.22 | -$6,578.97 | -6.49% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $3,085 | $2,795 | -$290 | -9.4% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 400 | $2,683.98 | $2,236 | -$447.98 | -16.69% |