| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clune & Associates Ltd. Clune & Associates Ltd. | 13,040 | $542,263.92 | $537,508.8 | -$4,755.12 | -0.88% |
SageOak Financial LLC SageOak Financial LLC | 5,169 | $209,416.47 | $213,092.02 | $3,675.55 | 1.76% |
Note Advisors LLC Note Advisors LLC | 10,249 | $415,086.05 | $422,463.78 | $7,377.73 | 1.78% |
| RFL Rossby Financial LLC Rossby Financial LLC | 296 | $12,349 | $12,193.72 | -$155.28 | -1.26% |
| KV Katherine Vessenes Vestment Financial LLC | 158,546 | $6.47M | $6.53M | $60,104.55 | 0.93% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 564,887 | $23.16M | $23.27M | $106,402.12 | 0.46% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 7,885 | $328,962 | $324,822.57 | -$4,139.43 | -1.26% |
Binnacle Investments Inc. Binnacle Investments Inc. | 58,444 | $2.46M | $2.41M | -$53,195.28 | -2.16% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 235,276 | $9.9M | $9.69M | -$205,386.6 | -2.08% |
| ML Maseco LLP Maseco LLP | 1,866 | $78,027 | $76,869.87 | -$1,157.13 | -1.48% |
Molly Wheeler Burk Holdings LLC | 726 | $30,289 | $29,896.68 | -$392.32 | -1.3% |