| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Millstone Evans Group LLC Millstone Evans Group LLC | 6,322 | $94,514 | $90,973.58 | -$3,540.42 | -3.75% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,758 | $2,912 | $154 | 5.58% |
Heather Scully NWF Advisory Services Inc. | 42,871 | $612,922.54 | $616,056.27 | $3,133.73 | 0.51% |
Jennifer P. Lane Compass Planning Associates Inc. | 17,450 | $260,878 | $251,105.5 | -$9,772.5 | -3.75% |
Grant Reeves CVFG LLC | 13,242 | $197,493.3 | $190,088.91 | -$7,404.39 | -3.75% |
| BM Berkeley Meredith Hughes Financial Services LLC | 2,121 | $30,224 | $30,415.14 | $191.14 | 0.63% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 50,866 | $762,543.77 | $729,418.44 | -$33,125.33 | -4.34% |
| RFL Rossby Financial LLC Rossby Financial LLC | 863 | $12,014 | $12,366.79 | $352.79 | 2.94% |
Scott Pearring Seek First Inc. | 22,253 | $325,501.49 | $318,774.22 | -$6,727.27 | -2.07% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 12,840 | $196,966 | $184,298.94 | -$12,667.06 | -6.43% |
William F. Blake PMG Family Office LLC | 113,812 | $1.79M | $1.66M | -$135,967.98 | -7.59% |