| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 2 | $62 | $61.54 | -$0.46 | -0.74% |
| JMF Jeremy Morris Finger Riverbend Wealth Management LLC | 12,544 | $385,915.63 | $386,104.32 | $188.69 | 0.05% |
Thomas D'Auria Tandem Investment Partners LLC | 102,659 | $3.16M | $3.16M | $5,004.4 | 0.16% |
| JH Julie Hazzard 10Elms LLP | 111,271 | $3.43M | $3.43M | -$3,067.61 | -0.09% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 15,780 | $485,009.33 | $485,866.2 | $856.87 | 0.18% |
Warner Group LLC Warner Group LLC | 63,964 | $1.97M | $1.97M | -$3,496.52 | -0.18% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,289 | $39,728.93 | $39,688.31 | -$40.62 | -0.1% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 11,628 | $357,368.94 | $357,967.98 | $599.04 | 0.17% |
Heydon Traub Traub Capital Management LLC | 7,404 | $228,183.54 | $227,932.14 | -$251.4 | -0.11% |
Caldwell Trust Co Caldwell Trust Co | 3,060 | $89,964 | $94,233.92 | $4,269.92 | 4.75% |