| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 4 | $269.2 | $249.34 | -$19.86 | -7.38% |
SwitchPoint Financial Planning LLC SwitchPoint Financial Planning LLC | 3,474 | $247,047.77 | $216,551.79 | -$30,495.98 | -12.34% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 6,604 | $446,841.71 | $411,561.28 | -$35,280.43 | -7.9% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 485 | $32,777 | $30,225.2 | -$2,551.8 | -7.79% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 1,413 | $94,672.35 | $87,966.31 | -$6,706.04 | -7.08% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1 | $64.95 | $62.24 | -$2.71 | -4.17% |