| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kuhn Kuhn & Co Investment Counsel | 15,215 | $421,141.11 | $381,135.73 | -$40,005.38 | -9.5% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 29,040 | $810,787.03 | $721,789.2 | -$88,997.83 | -10.98% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 6,393 | $178,709.48 | $158,898.01 | -$19,811.47 | -11.09% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 16,374 | $461,794.9 | $406,975.77 | -$54,819.13 | -11.87% |
| STY Samer T. Yaghnam Unisphere Establishment | 14.65M | $413.84M | $364.13M | -$49.71M | -12.01% |
Angela Pompian Sunpointe, LLC | 53,819 | $1.32M | $1.35M | $29,676.11 | 2.25% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 44,821 | $1.26M | $1.12M | -$132,727.6 | -10.57% |
Kyle Jones Pineridge Advisors LLC | 634 | $16,715.75 | $15,881.7 | -$834.05 | -4.99% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 13,486 | $330,117.42 | $335,194.53 | $5,077.11 | 1.54% |
Jay S. Arce Taylor Financial Group, Inc. | 14,740 | $407,912.46 | $366,362.7 | -$41,549.76 | -10.19% |
Sean Rooney Prospect Financial Services LLC | 7,206 | $202,343 | $179,105.13 | -$23,237.87 | -11.48% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 14,138 | $356,995.68 | $354,156.89 | -$2,838.79 | -0.8% |
Ashley Meredith Abel Hall, LLC | 43,712 | $1.16M | $1.08M | -$79,754.98 | -6.87% |
| CI CacheTech Inc. CacheTech Inc. | 10,144 | $271,436.66 | $252,129.12 | -$19,307.54 | -7.11% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 150 | $4,212 | $3,728.25 | -$483.75 | -11.49% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 83,977 | $2.23M | $2.1M | -$121,768.06 | -5.47% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 24,094 | $682,962.58 | $603,554.68 | -$79,407.9 | -11.63% |
Douglas E. Morisoli Fairman Group, LLC | 8,116 | $229,713.14 | $203,305.79 | -$26,407.35 | -11.5% |
Columbia Bank Columbia Bank | 8,068 | $211,722.05 | $202,103.39 | -$9,618.66 | -4.54% |
Kelly Harris Glass Wealth Management Co LLC | 92,316 | $2.56M | $2.3M | -$257,710.69 | -10.08% |