| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 320,716 | $7.93M | $7.9M | -$33,485.57 | -0.42% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 149,217 | $3.7M | $3.68M | -$26,160.58 | -0.71% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,285 | $204,929 | $204,100.97 | -$828.03 | -0.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,829 | $366,795 | $365,238.27 | -$1,556.73 | -0.42% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 67,490 | $1.67M | $1.66M | -$2,255.19 | -0.14% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,971 | $73,488 | $73,190.58 | -$297.42 | -0.4% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 50,745 | $1.26M | $1.25M | -$10,495.24 | -0.83% |
Andrew Bowers BridgePort Financial Solutions, LLC | 9,004 | $222,714 | $221,858.56 | -$855.44 | -0.38% |