| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cameron J. Penney Penney Financial LLC | 139,022 | $7.08M | $7.04M | -$44,767.53 | -0.63% |
Centerpoint Advisory Group Centerpoint Advisory Group | 6,320 | $320,547.25 | $319,855.2 | -$692.05 | -0.22% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 115,042 | $5.84M | $5.82M | -$16,106.37 | -0.28% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 343,421 | $17.5M | $17.38M | -$121,236.88 | -0.69% |
| HM Howard Morin Helium Advisors LLC | 10,595 | $545,658.43 | $536,159.97 | -$9,498.46 | -1.74% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 328,033 | $16.65M | $16.58M | -$63,958.7 | -0.38% |
| BDP Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 3,262 | $166,792.09 | $164,404.8 | -$2,387.29 | -1.43% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 31 | $1,578 | $1,562.4 | -$15.6 | -0.99% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1.4M | $71.3M | $70.99M | -$302,065.71 | -0.42% |