| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,502 | $20,966.76 | $21,141.9 | $175.14 | 0.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,114 | $17,589.88 | $17,821.02 | $231.14 | 1.31% |
Loni Adams Daymark Wealth Partners LLC | 18,597 | $154,727 | $156,493.75 | $1,766.75 | 1.14% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 47,616 | $399,042.23 | $400,926.72 | $1,884.49 | 0.47% |
Kevin Kroskey True Wealth Design LLC | 6 | $51 | $50.58 | -$0.42 | -0.82% |
David Kronour Kapstone Financial Advisors LLC | 10,108 | $84,099 | $84,957.74 | $858.74 | 1.02% |
Pines Wealth Management LLC Pines Wealth Management LLC | 11,310 | $94,778 | $95,230.2 | $452.2 | 0.48% |