| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 3,171 | $323,468.22 | $314,277.81 | -$9,190.41 | -2.84% |
Kyle Jones Pineridge Advisors LLC | 53 | $8,171.95 | $5,151.86 | -$3,020.09 | -36.96% |
Jay S. Arce Taylor Financial Group, Inc. | 6,495 | $765,543.9 | $633,067.65 | -$132,476.25 | -17.3% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,308 | $246,641 | $224,337.6 | -$22,303.4 | -9.04% |
Ashley Meredith Abel Hall, LLC | 9,082 | $912,128.35 | $884,041.88 | -$28,086.47 | -3.08% |
| CI CacheTech Inc. CacheTech Inc. | 6,808 | $695,393.09 | $675,625.92 | -$19,767.17 | -2.84% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 12 | $1,002.36 | $1,161.6 | $159.24 | 15.89% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 23,704 | $2.69M | $2.3M | -$385,698.51 | -14.34% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 2,522 | $250,157 | $246,298.52 | -$3,858.48 | -1.54% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 307,074 | $30.21M | $30.33M | $116,687.75 | 0.39% |
| WL Wealthcollab LLC WealthCollab, LLC | 135 | $20,588.42 | $13,142.92 | -$7,445.5 | -36.16% |
Ian Jameson American Capital Advisory, LLC | 1,056 | $149,896.61 | $103,023.36 | -$46,873.25 | -31.27% |
Michael Stringer Lane & Associates LLC | 2,449 | $408,947.67 | $239,634.65 | -$169,313.02 | -41.4% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 11,640 | $1.69M | $1.16M | -$530,546.84 | -31.45% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 35,625 | $2.98M | $3.49M | $505,670.41 | 16.97% |
James J. Karabas Embree Financial Group | 2,059 | $202,527.94 | $199,825.95 | -$2,701.99 | -1.33% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 2,445 | $262,817 | $237,385.05 | -$25,431.95 | -9.68% |
Janice M. Powell Diversify Advisory Services, LLC | 16,616 | $1.66M | $1.62M | -$45,060.19 | -2.71% |
Kevyn Hill Hilltop National Bank | 235 | $33,473.38 | $22,829.07 | -$10,644.31 | -31.8% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 9,807 | $1.39M | $955,888.29 | -$432,531.57 | -31.15% |