| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 78,053 | $2.03M | $2M | -$21,804.57 | -1.08% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 17,319 | $441,785.9 | $444,751.92 | $2,966.02 | 0.67% |
| LWL Leo Wealth LLC Leo Wealth LLC | 21,043 | $548,793.33 | $540,171.71 | -$8,621.62 | -1.57% |
| EM Erin Mccann Simplicity Wealth LLC | 10,248 | $262,246.32 | $263,014.92 | $768.6 | 0.29% |
Anu Prabhu Altrius Capital Management Inc. | 59,726 | $1.55M | $1.53M | -$18,482.52 | -1.19% |
David Hunter Horizons Wealth Management | 1,429 | $37,382.64 | $36,696.72 | -$685.92 | -1.83% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4 | $106 | $103.27 | -$2.73 | -2.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,853 | $361,410.15 | $355,537.24 | -$5,872.91 | -1.62% |
Dane Grouell Turning Point Benefit Group, Inc. | 93,853 | $2.44M | $2.4M | -$34,363.89 | -1.41% |
VestGen Advisors LLC VestGen Advisors LLC | 17,688 | $456,423.73 | $453,962.52 | -$2,461.21 | -0.54% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 9,975 | $259,584.98 | $255,659.25 | -$3,925.73 | -1.51% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 14,147 | $367,767.16 | $362,587.61 | -$5,179.55 | -1.41% |