| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CI CacheTech Inc. CacheTech Inc. | 6,825 | $1.11M | $1.01M | -$103,109.69 | -9.28% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 261 | $44,385.38 | $38,527.51 | -$5,857.87 | -13.2% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 4,507 | $732,337.43 | $665,300.8 | -$67,036.63 | -9.15% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 2,729 | $444,890.56 | $402,841.33 | -$42,049.23 | -9.45% |
Cornelius T. McDonald III Wealth Group, Ltd. | 27,549 | $4.27M | $4.11M | -$158,173.35 | -3.71% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,097 | $315,316.01 | $310,303.57 | -$5,012.44 | -1.59% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,700 | $284,136.99 | $251,430 | -$32,706.99 | -11.51% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 11,556 | $1.81M | $1.72M | -$85,601.13 | -4.73% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 2,308 | $338,702.77 | $341,353.2 | $2,650.43 | 0.78% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,486 | $428,411.14 | $370,737.18 | -$57,673.96 | -13.46% |
David Quinn Pine Harbor Wealth Management, LLC | 3,121 | $461,213.08 | $461,595.9 | $382.82 | 0.08% |
Fox Hill Wealth Management Fox Hill Wealth Management | 3,625 | $625,861.21 | $544,511.25 | -$81,349.96 | -13% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 4,232 | $643,212.56 | $625,912.8 | -$17,299.76 | -2.69% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,532 | $224,691 | $230,121.72 | $5,430.72 | 2.42% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,376 | $534,558.89 | $503,462.88 | -$31,096.01 | -5.82% |
Douglas E. Morisoli Fairman Group, LLC | 100 | $14,444 | $14,812 | $368 | 2.55% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 9,621 | $1.53M | $1.43M | -$90,786.36 | -5.95% |
Columbia Bank Columbia Bank | 18,442 | $2.98M | $2.73M | -$252,017.97 | -8.45% |
Kelly Harris Glass Wealth Management Co LLC | 16,831 | $2.73M | $2.49M | -$240,745.41 | -8.82% |
Robert Santos Arrowroot Family Office, LLC | 4,161 | $673,411.77 | $615,411.9 | -$57,999.87 | -8.61% |