| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,472 | $236,877 | $225,016.32 | -$11,860.68 | -5.01% |
Jeffrey Steele Silverlake Wealth Management LLC | 11,336 | $297,336 | $301,084.16 | $3,748.16 | 1.26% |
Joshua Stipcich Tidemark, LLC | 5,036 | $125,019.41 | $133,756.16 | $8,736.75 | 6.99% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 132,684 | $3.71M | $3.52M | -$185,757.96 | -5.01% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,950 | $864,279 | $875,152 | $10,873 | 1.26% |
David W. Marrazzo Guardian Asset Advisors, LLC | 14,390 | $353,750.19 | $382,198.4 | $28,448.21 | 8.04% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 480 | $11,640 | $12,748.8 | $1,108.8 | 9.53% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,883 | $96,570 | $103,132.48 | $6,562.48 | 6.8% |
Wesley W. Melbrod M Wealth Management, LLC | 19,309 | $506,476 | $512,847.04 | $6,371.04 | 1.26% |
Teresa Coleman Creekside Partners | 25,000 | $649,483 | $664,000 | $14,517 | 2.24% |
| ABA Abraham Blas Arce FFG Partners LLC | 398,150 | $11.13M | $10.57M | -$557,410 | -5.01% |
| KGL Kilter Group LLC Kilter Group LLC | 1,899 | $45,035 | $50,731.78 | $5,696.78 | 12.65% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 7,506 | $177,816 | $199,884.78 | $22,068.78 | 12.41% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 402 | $11,216 | $10,703.25 | -$512.75 | -4.57% |