| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 4,845 | $703,709.12 | $676,168.2 | -$27,540.92 | -3.91% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 541 | $71,433.65 | $75,501.96 | $4,068.31 | 5.7% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 8,401 | $1.34M | $1.17M | -$164,128.86 | -12.28% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 3,035 | $527,536.48 | $420,954.5 | -$106,581.98 | -20.2% |
Cornelius T. McDonald III Wealth Group, Ltd. | 21,568 | $3.19M | $3.01M | -$180,981.81 | -5.67% |
Nitin Kumbhani Accent Capital Management, LLC | 6,940 | $939,733 | $962,578 | $22,845 | 2.43% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 5,440 | $902,871.01 | $759,206.4 | -$143,664.61 | -15.91% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 13,489 | $2.08M | $1.88M | -$200,751.34 | -9.64% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,421 | $405,785.66 | $337,874.76 | -$67,910.9 | -16.74% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,301 | $701,881.28 | $600,247.56 | -$101,633.72 | -14.48% |
David Quinn Pine Harbor Wealth Management, LLC | 1,801 | $305,256.61 | $249,798.7 | -$55,457.91 | -18.17% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,145 | $305,858.89 | $299,356.2 | -$6,502.69 | -2.13% |
Douglas E. Morisoli Fairman Group, LLC | 58 | $9,882.09 | $8,094.48 | -$1,787.61 | -18.09% |
Donald O. Dempster DLK Investment Management, LLC | 35,994 | $6.07M | $5.02M | -$1.05M | -17.27% |
Columbia Bank Columbia Bank | 17,080 | $2.81M | $2.38M | -$427,087.83 | -15.19% |
Kelly Harris Glass Wealth Management Co LLC | 1,816 | $281,401.56 | $253,440.96 | -$27,960.6 | -9.94% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,380 | $207,295.11 | $190,067.4 | -$17,227.71 | -8.31% |
Ian Jameson American Capital Advisory, LLC | 4,619 | $787,176.63 | $644,627.64 | -$142,548.99 | -18.11% |
Richard Zipkis Granite Group Advisors, LLC | 22,052 | $3.14M | $3.08M | -$63,689.35 | -2.03% |
Michael Stringer Lane & Associates LLC | 2,221 | $395,035.46 | $309,962.76 | -$85,072.7 | -21.54% |