| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 378 | $21,377.16 | $20,468.7 | -$908.46 | -4.25% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 15,900 | $882,868 | $855,897 | -$26,971 | -3.05% |
Daniel Russell Naviter Wealth LLC | 5,252 | $297,420.76 | $277,935.84 | -$19,484.92 | -6.55% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,120 | $173,211.23 | $171,662.4 | -$1,548.83 | -0.89% |
W. Travis McKinney HB Wealth Management LLC | 5,256 | $297,647.28 | $285,663.6 | -$11,983.68 | -4.03% |
Jim Clark Worth Asset Management LLC | 3,955 | $217,604.1 | $214,954.25 | -$2,649.85 | -1.22% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 38 | $2,172.42 | $2,065.3 | -$107.12 | -4.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,985 | $1.26M | $1.25M | -$15,400.25 | -1.22% |
Jeff Ramsey Quotient Wealth Partners, LLC | 11,639 | $659,117 | $632,579.65 | -$26,537.35 | -4.03% |
Jon Deven Mouton CAP Partners, LLC | 9,599 | $536,910.07 | $521,705.65 | -$15,204.42 | -2.83% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 33,575 | $1.85M | $1.82M | -$22,495.75 | -1.22% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 25 | $1,416 | $1,358.75 | -$57.25 | -4.04% |
Angela Pompian Sunpointe, LLC | 5,625 | $309,488 | $305,718.75 | -$3,769.25 | -1.22% |
Janice M. Powell Diversify Advisory Services, LLC | 7,965 | $434,013 | $421,507.8 | -$12,505.2 | -2.88% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,965 | $434,013 | $432,897.75 | -$1,115.25 | -0.26% |
| JS Jeffrey Socha Entrewealth LLC | 10,000 | $534,000 | $550,200 | $16,200 | 3.03% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 16,063 | $883,786 | $864,671.29 | -$19,114.71 | -2.16% |