| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 805 | $39,894.1 | $39,823.35 | -$70.75 | -0.18% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 6,750 | $323,797.5 | $332,910 | $9,112.5 | 2.81% |
| RR rosemary richard WCG Wealth Advisors LLC | 10,070 | $496,551.7 | $498,162.9 | $1,611.2 | 0.32% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 33,563 | $1.65M | $1.66M | $9,215.56 | 0.56% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 37,730 | $1.87M | $1.87M | -$5,120.4 | -0.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,222 | $302,015.88 | $307,055.7 | $5,039.82 | 1.67% |
Mariana Coli Dunhill Financial LLC | 288 | $14,375.69 | $14,212.8 | -$162.89 | -1.13% |
| CWL Channel Wealth LLC Channel Wealth LLC | 41,084 | $2.04M | $2.03M | -$7,554.25 | -0.37% |
Courtney Holt Compound Planning, Inc. | 43,679 | $2.14M | $2.16M | $16,815.19 | 0.79% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,423 | $218,341.41 | $218,385.62 | $44.21 | 0.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,000 | $541,681.27 | $542,135 | $453.73 | 0.08% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,494 | $170,798 | $172,533.72 | $1,735.72 | 1.02% |
PETER KRUSSEL Southland Equity Partners LLC | 35,863 | $1.76M | $1.77M | $14,711.58 | 0.84% |
Joshua Stipcich Tidemark, LLC | 8,743 | $435,450.13 | $431,292.19 | -$4,157.94 | -0.95% |
| MB Matthieu Balmer Climber Capital SA | 14,635 | $710,382.9 | $721,944.55 | $11,561.65 | 1.63% |
Chris M. Frantz Catalina Capital Group, LLC | 16,540 | $825,388.85 | $816,745.2 | -$8,643.65 | -1.05% |
Josephine Lee New Insight Wealth Advisors | 21,172 | $1.04M | $1.05M | $1,574.97 | 0.15% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 9,256 | $444,001.18 | $457,048.32 | $13,047.14 | 2.94% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,971 | $146,491 | $146,425.73 | -$65.27 | -0.04% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,836 | $89,690.26 | $90,487.26 | $797 | 0.89% |