| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 64,854 | $489,960.84 | $463,057.56 | -$26,903.28 | -5.49% |
| YA Yinka Akinsola Blue Trust Inc. | 44,947 | $458,979.04 | $320,921.58 | -$138,057.46 | -30.08% |
Rachel Faulk Cape Investment Advisory Inc. | 248 | $1,850.68 | $1,793.04 | -$57.64 | -3.11% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,869 | $19,750.08 | $13,026.93 | -$6,723.15 | -34.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,083 | $23,523.85 | $22,012.62 | -$1,511.23 | -6.42% |
Joseph C. Gissy Tactive Advisors, LLC | 214,953 | $2.22M | $1.51M | -$711,395.92 | -31.99% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 720 | $10,750 | $5,180.4 | -$5,569.6 | -51.81% |
Kelly Richert Clayton Financial Group LLC | 2,163 | $17,390 | $15,227.52 | -$2,162.48 | -12.44% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 10,184 | $107,645 | $73,528.48 | -$34,116.52 | -31.69% |
| AS Aryn Sands GK Wealth Management LLC | 51 | $413 | $364.14 | -$48.86 | -11.83% |