| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 541 | $71,433.65 | $70,946.74 | -$486.91 | -0.68% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 8,079 | $1.28M | $1.05M | -$227,008.88 | -17.71% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 3,035 | $527,536.48 | $393,518.1 | -$134,018.38 | -25.4% |
Cornelius T. McDonald III Wealth Group, Ltd. | 21,568 | $3.19M | $2.77M | -$422,759.09 | -13.25% |
Nitin Kumbhani Accent Capital Management, LLC | 6,940 | $939,733 | $909,382.9 | -$30,350.1 | -3.23% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 5,440 | $902,871.01 | $711,932.8 | -$190,938.21 | -21.15% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 13,489 | $2.08M | $1.77M | -$316,891.63 | -15.21% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,421 | $405,785.66 | $314,850.08 | -$90,935.58 | -22.41% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,301 | $701,881.28 | $563,818.09 | -$138,063.19 | -19.67% |
David Quinn Pine Harbor Wealth Management, LLC | 1,801 | $305,256.61 | $231,216.7 | -$74,039.91 | -24.25% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,145 | $305,858.89 | $281,327.47 | -$24,531.42 | -8.02% |
Douglas E. Morisoli Fairman Group, LLC | 58 | $9,882.09 | $7,592.78 | -$2,289.31 | -23.17% |
Donald O. Dempster DLK Investment Management, LLC | 37,930 | $6.33M | $4.91M | -$1.42M | -22.4% |
Columbia Bank Columbia Bank | 17,080 | $2.81M | $2.23M | -$580,893.23 | -20.67% |
Kelly Harris Glass Wealth Management Co LLC | 1,816 | $281,401.56 | $236,406.88 | -$44,994.68 | -15.99% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,380 | $207,295.11 | $179,731.2 | -$27,563.91 | -13.3% |
Ian Jameson American Capital Advisory, LLC | 4,619 | $787,176.63 | $600,816.42 | -$186,360.21 | -23.67% |
Richard Zipkis Granite Group Advisors, LLC | 21,299 | $3.03M | $2.79M | -$233,614.44 | -7.72% |
Michael Stringer Lane & Associates LLC | 2,221 | $395,035.46 | $285,187.5 | -$109,847.96 | -27.81% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 7,654 | $1.15M | $999,382.78 | -$148,088.14 | -12.91% |