| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 6,997 | $349,850 | $349,989.94 | $139.94 | 0.04% |
Samira Kadam Synergy Investment Management LLC | 4,588 | $230,337.44 | $230,386.42 | $48.98 | 0.02% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 5,319 | $267,600 | $266,056.38 | -$1,543.62 | -0.58% |
| RFL Rossby Financial LLC Rossby Financial LLC | 41,624 | $2.09M | $2.08M | -$8,726.52 | -0.42% |
Chokshi & Queen Wealth Advisors Inc. Chokshi & Queen Wealth Advisors Inc. | 4,815 | $241,668 | $241,785.22 | $117.22 | 0.05% |
| RM Rich Mowrer Brookwood Investment Group LLC | 7,211 | $363,568.98 | $360,694.22 | -$2,874.76 | -0.79% |
Steven T. Cox Providence Financial Advisors LLC | 12,124 | $609,962 | $606,442.48 | -$3,519.52 | -0.58% |