| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 12,487 | $309,927.34 | $304,058.45 | -$5,868.89 | -1.89% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 21,150 | $520,719 | $518,703.75 | -$2,015.25 | -0.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 71,610 | $1.75M | $1.76M | $5,670.57 | 0.32% |
Jon Deven Mouton CAP Partners, LLC | 20,400 | $506,424 | $499,392 | -$7,032 | -1.39% |
Chandler te Velde Maia Wealth LLC | 14,567 | $361,621 | $356,600.16 | -$5,020.84 | -1.39% |
Erik Roemer GERBER, LLC | 36,854 | $914,886 | $899,237.6 | -$15,648.4 | -1.71% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 20,591 | $511,165 | $507,096.62 | -$4,068.38 | -0.8% |