| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nancy Smetek Arcataur Capital Management LLC | 93,655 | $2.35M | $2.36M | $10,541.93 | 0.45% |
Annmarie Young KPP Advisory Services LLC | 8,870 | $224,605.05 | $223,524 | -$1,081.05 | -0.48% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 15,838 | $401,626.16 | $399,117.6 | -$2,508.56 | -0.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 55,489 | $1.41M | $1.4M | -$11,709.78 | -0.83% |
Kevin Bresler TD Waterhouse Canada Inc. | 37,604 | $951,409.17 | $947,620.8 | -$3,788.37 | -0.4% |
| AK Alisha Kamadia United Community Bank | 2,198 | $55,675.64 | $55,323.66 | -$351.98 | -0.63% |
Mark Weber DecisionMap Wealth Management, LLC | 33,044 | $832,495.33 | $832,708.8 | $213.47 | 0.03% |
James Rankin Modern Wealth Management, LLC | 97,557 | $2.47M | $2.46M | -$17,124.31 | -0.69% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 76,597 | $1.93M | $1.93M | $4,602.32 | 0.24% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 20,048 | $501,832.06 | $505,209.6 | $3,377.54 | 0.67% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 163,519 | $4.12M | $4.12M | $3,166.76 | 0.08% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 132,496 | $3.33M | $3.34M | $6,510.81 | 0.2% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 131 | $3,308 | $3,301.2 | -$6.8 | -0.21% |
Dustin Schick Evergreen Private Wealth LLC | 149,858 | $3.76M | $3.78M | $11,631.15 | 0.31% |
Christian J. Cyr Cyr Financial Inc. | 60,207 | $1.5M | $1.52M | $14,890.23 | 0.99% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 20,704 | $518,594.91 | $521,740.8 | $3,145.89 | 0.61% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 320,900 | $8.13M | $8.08M | -$48,455.93 | -0.6% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 11,200 | $279,384 | $281,792 | $2,408 | 0.86% |
Tammy Trenta FF Advisors,LLC | 16,011 | $407,560.03 | $403,477.2 | -$4,082.83 | -1% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 66,000 | $1.67M | $1.66M | -$6,260 | -0.37% |