| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 10,135 | $160,962.9 | $141,484.6 | -$19,478.3 | -12.1% |
Kathleen Thornhill Confluence Wealth Services Inc. | 13,853 | $186,917.62 | $192,210.37 | $5,292.75 | 2.83% |
James Langer Redmont Wealth Advisors LLC | 5,138 | $73,267.88 | $71,572.34 | -$1,695.54 | -2.31% |
| MC mike Chen Byrne Asset Management LLC | 400 | $4,616 | $5,550 | $934 | 20.23% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 20,188 | $269,711.68 | $283,035.76 | $13,324.08 | 4.94% |
Christopher Schurmann Summit Investment Advisory Services LLC | 42,544 | $657,178.12 | $595,190.56 | -$61,987.56 | -9.43% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,437 | $34,751.62 | $33,776.82 | -$974.8 | -2.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 54,625 | $736,249.3 | $766,935 | $30,685.7 | 4.17% |
Craig Johnsen Fortitude Advisory Group LLC | 11,050 | $155,252.5 | $155,363 | $110.5 | 0.07% |
James M. Perkins Quantum Private Wealth LLC | 15,000 | $225,750 | $210,000 | -$15,750 | -6.98% |
Mariana Coli Dunhill Financial LLC | 533 | $8,245 | $7,483.32 | -$761.68 | -9.24% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,000 | $30,680 | $27,680 | -$3,000 | -9.78% |
Victoria Latham Fiduciary Alliance LLC | 14,050 | $217,676.3 | $194,733 | -$22,943.3 | -10.54% |
Steven Trigili Garden State Investment Advisory Services LLC | 13,155 | $151,945 | $182,986.05 | $31,041.05 | 20.43% |
Philip Rc Dudley Dudley Capital Management LLC | 12,353 | $137,825.95 | $172,942 | $35,116.05 | 25.48% |
David Kronour Kapstone Financial Advisors LLC | 13,266 | $198,903.98 | $185,724 | -$13,179.98 | -6.63% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 40,382 | $640,496.79 | $561,620.74 | -$78,876.05 | -12.31% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 36,763 | $419,995.67 | $515,049.63 | $95,053.96 | 22.63% |
Courtney Holt Compound Planning, Inc. | 34,761 | $520,410.64 | $486,480.19 | -$33,930.45 | -6.52% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,564 | $68,483.33 | $78,229.84 | $9,746.51 | 14.23% |