| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 274,316 | $6.87M | $6.82M | -$48,505.85 | -0.71% |
David Bach River Street Advisors LLC | 68,697 | $1.72M | $1.71M | -$11,599.2 | -0.67% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,000 | $25,095 | $24,860 | -$235 | -0.94% |
Andrew Agosta Prosperity Financial Group, Inc. | 38,295 | $952,186.45 | $952,205.17 | $18.72 | - |
Ann Keitner Quantum Portfolio Management LLC | 208,911 | $5.33M | $5.19M | -$146,468.51 | -2.75% |
CARL LYMANGOOD Petros Family Wealth, LLC | 27,082 | $679,623 | $670,680.31 | -$8,942.69 | -1.32% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 20,889 | $516,721.07 | $520,553.88 | $3,832.81 | 0.74% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 1.16M | $28.94M | $28.93M | -$2,307.63 | -0.01% |
Carmen McClennon WR Wealth Planners, LLC | 198 | $4,887 | $4,913.37 | $26.37 | 0.54% |