| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 50 | $2,239.5 | $2,193.5 | -$46 | -2.05% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,679 | $424,361.67 | $425,004.89 | $643.22 | 0.15% |
Jeff Ameen Spire Wealth Management | 38 | $1,672.06 | $1,666.11 | -$5.95 | -0.36% |
Bethany Wagner Level Financial Advisors | 5,504 | $244,031.1 | $241,322.88 | -$2,708.22 | -1.11% |
| DC Donie Carlson DMC Group LLC | 21,565 | $974,481.46 | $946,919.15 | -$27,562.31 | -2.83% |
John Gorlow Cardiff Park Advisors LLC | 12,424 | $536,755.42 | $545,165.12 | $8,409.7 | 1.57% |
Dalila Toledo Ascent Group LLC | 8,472 | $372,033.89 | $371,507.37 | -$526.52 | -0.14% |
| NG Nicole Goff Retirement Solution LLC | 7,945 | $397,434.5 | $348,388.25 | -$49,046.25 | -12.34% |
Kevin Zemann WealthPlan Investment Management LLC | 5,842 | $256,755.9 | $256,192.73 | -$563.17 | -0.22% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 7,236 | $319,422.57 | $317,732.76 | -$1,689.81 | -0.53% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 74,027 | $3.28M | $3.25M | -$24,375.95 | -0.74% |
Crystal McKeon TSA Wealth Managment LLC | 39,565 | $1.75M | $1.74M | -$13,546.59 | -0.77% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 139,089 | $6.16M | $6.11M | -$46,812.57 | -0.76% |
| MRC Martin R. Curiel MYECFO, LLC | 49,926 | $2.18M | $2.19M | $15,621.49 | 0.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 526 | $23,085.25 | $23,080.88 | -$4.37 | -0.02% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 45,451 | $1.96M | $1.99M | $35,178.08 | 1.8% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,650 | $207,120.66 | $204,181.5 | -$2,939.16 | -1.42% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,513 | $155,731 | $154,115.31 | -$1,615.69 | -1.04% |
Brad Sayre Shared Vision Wealth Group LLC | 5,606 | $246,536.58 | $245,935.22 | -$601.36 | -0.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 659 | $29,266.17 | $28,953.16 | -$313.01 | -1.07% |