| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,843 | $1.99M | $1.97M | -$20,775.53 | -1.04% |
Stephanie Ternes Wealth Forward, LLC | 1,025 | $537,078.68 | $424,759.99 | -$112,318.69 | -20.91% |
Ashley Meredith Abel Hall, LLC | 2,865 | $975,584.94 | $1.19M | $211,671.03 | 21.7% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7,978 | $3.14M | $3.31M | $164,339.61 | 5.23% |
Philip Smith SWP FINANCIAL LLC | 1,068 | $557,487.39 | $442,579.19 | -$114,908.2 | -20.61% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 626 | $260,066 | $254,819.56 | -$5,246.44 | -2.02% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 726 | $379,649.88 | $300,854.39 | -$78,795.49 | -20.75% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 680 | $230,320.14 | $281,791.99 | $51,471.85 | 22.35% |
Douglas E. Morisoli Fairman Group, LLC | 65 | $19,902.2 | $26,936 | $7,033.8 | 35.34% |
Donald O. Dempster DLK Investment Management, LLC | 11,274 | $4.69M | $4.67M | -$13,867.13 | -0.3% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,291 | $861,899.97 | $949,390.38 | $87,490.41 | 10.15% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 769 | $327,777 | $311,898.71 | -$15,878.29 | -4.84% |
Columbia Bank Columbia Bank | 600 | $249,378 | $248,639.99 | -$738.01 | -0.3% |
Cory Davis IMZ Advisory Inc | 1,191 | $481,095.65 | $493,550.39 | $12,454.74 | 2.59% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 5,305 | $1.66M | $2.2M | $536,391.88 | 32.27% |
| WL Wealthcollab LLC WealthCollab, LLC | 82 | $36,732.78 | $33,378.92 | -$3,353.86 | -9.13% |
Ian Jameson American Capital Advisory, LLC | 143 | $45,565.4 | $59,259.2 | $13,693.8 | 30.05% |
Chris M. Frantz Catalina Capital Group, LLC | 926 | $500,583.22 | $383,734.39 | -$116,848.83 | -23.34% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,653 | $1.34M | $1.07M | -$275,841.6 | -20.56% |
David Maxey Heritage Family Offices, LLP | 2,797 | $1.16M | $1.16M | -$3,369.23 | -0.29% |