| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,051 | $235,770 | $234,820.99 | -$949.01 | -0.4% |
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 1,897 | $89,932.9 | $88,191.53 | -$1,741.37 | -1.94% |
| JR James Rankin Modern Wealth Management, LLC | 25,498 | $1.19M | $1.19M | -$401.03 | -0.03% |
| TH Thomas Higgins Balanced Rock Investment Advisors LLC | 70,831 | $3.25M | $3.29M | $46,452.38 | 1.43% |
| DL David Levy Diversified Enterprises LLC | 9,235 | $437,727.37 | $429,335.15 | -$8,392.22 | -1.92% |
| MEG Millstone Evans Group LLC Millstone Evans Group LLC | 251 | $11,862 | $11,668.99 | -$193.01 | -1.63% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,571 | $73,407.92 | $73,067.21 | -$340.71 | -0.46% |