| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TFR Capital LLC TFR Capital LLC | 18,801 | $1.86M | $1.87M | $2,861.54 | 0.15% |
Kevin Serrapede Capstone Wealth Management Group LLC | 47,397 | $4.7M | $4.71M | $3,578.82 | 0.08% |
Matthew Chester Tableaux LLC | 8,913 | $884,347.86 | $885,080.51 | $732.65 | 0.08% |
| PAY Phil A. Younker & Associates Ltd. Phil A. Younker & Associates Ltd. | 7,845 | $778,689.93 | $779,047.72 | $357.79 | 0.05% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 11,095 | $1.1M | $1.1M | $1,662.51 | 0.15% |
| AS Aryn Sands GK Wealth Management LLC | 7,763 | $771,542 | $770,943.53 | -$598.47 | -0.08% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 28,803 | $2.86M | $2.86M | -$4,282.15 | -0.15% |
Heydon Traub Traub Capital Management LLC | 24,516 | $2.44M | $2.43M | -$3,046.21 | -0.12% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 697 | $69,132 | $69,170.28 | $38.28 | 0.06% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 5,203 | $517,349.39 | $516,683.91 | -$665.48 | -0.13% |