| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RI Raul Isern ATLANTIC FAMILY WEALTH, LLC | 2,272 | $337,005.36 | $323,850.88 | -$13,154.48 | -3.9% |
| JSA Jay S. Arce Taylor Financial Group, Inc. | 8,761 | $1.49M | $1.25M | -$239,175.13 | -16.07% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,358 | $788,608.92 | $763,729.32 | -$24,879.6 | -3.15% |
| SC Stacy Creekmur Creekmur Asset Management LLC | 3,042 | $475,777.73 | $433,606.68 | -$42,171.05 | -8.86% |
| AM Ashley Meredith Abel Hall, LLC | 4,154 | $589,617.87 | $592,111.16 | $2,493.29 | 0.42% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 541 | $71,433.65 | $77,114.14 | $5,680.49 | 7.95% |
| EMW Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 8,681 | $1.38M | $1.24M | -$146,737.9 | -10.6% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 3,035 | $527,536.48 | $432,608.9 | -$94,927.58 | -17.99% |
| CTM Cornelius T. McDonald III Wealth Group, Ltd. | 7,533 | $1.28M | $1.07M | -$203,811.7 | -15.95% |
| JCC Joseph C. Capezza, Jr Cove Private Wealth, LLC | 10,953 | $1.73M | $1.56M | -$171,043.24 | -9.87% |
| JL Jeffrey Liguori NAPATREE CAPITAL LLC | 4,185 | $684,488.24 | $596,529.9 | -$87,958.34 | -12.85% |
| DQ David Quinn Pine Harbor Wealth Management, LLC | 1,797 | $304,655.39 | $256,144.38 | -$48,511.01 | -15.92% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,647 | $231,304.27 | $234,763.38 | $3,459.11 | 1.49% |
| MAZ Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,859 | $264,339 | $264,981.86 | $642.86 | 0.24% |
| DEM Douglas E. Morisoli Fairman Group, LLC | 58 | $9,882.09 | $8,267.32 | -$1,614.77 | -16.34% |
| DOD Donald O. Dempster DLK Investment Management, LLC | 35,668 | $6.03M | $5.08M | -$943,985.62 | -15.66% |
| CB Columbia Bank Columbia Bank | 17,610 | $2.92M | $2.51M | -$405,677.6 | -13.91% |
| KH Kelly Harris Glass Wealth Management Co LLC | 1,785 | $277,204 | $254,433.9 | -$22,770.1 | -8.21% |
| WL Wealthcollab LLC WealthCollab, LLC | 615 | $103,713.56 | $87,662.1 | -$16,051.46 | -15.48% |
| IJ Ian Jameson American Capital Advisory, LLC | 4,601 | $784,739.43 | $655,826.54 | -$128,912.89 | -16.43% |