| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian J. Cyr Cyr Financial Inc. | 60,207 | $1.5M | $1.5M | $741.58 | 0.05% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 20,704 | $518,594.91 | $516,875.36 | -$1,719.55 | -0.33% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 320,900 | $8.13M | $8.01M | -$112,635.93 | -1.39% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 11,200 | $279,384 | $279,608 | $224 | 0.08% |
Tammy Trenta FF Advisors,LLC | 16,011 | $407,560.03 | $399,634.56 | -$7,925.47 | -1.94% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 66,000 | $1.67M | $1.65M | -$20,450 | -1.22% |
Mark Weiskind Fairway Wealth LLC | 1,100 | $27,775 | $27,483.5 | -$291.5 | -1.05% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,147 | $258,070.8 | $253,370.59 | -$4,700.21 | -1.82% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 10,502 | $265,845.65 | $262,182.43 | -$3,663.22 | -1.38% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1.41M | $34.81M | $35.24M | $432,898.94 | 1.24% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 14,265 | $361,047.04 | $356,306.89 | -$4,740.15 | -1.31% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 127,084 | $3.21M | $3.17M | -$39,653.81 | -1.23% |
Andrew Bowers BridgePort Financial Solutions, LLC | 56,409 | $1.42M | $1.41M | -$11,611.92 | -0.82% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 52,547 | $1.34M | $1.31M | -$24,178.96 | -1.81% |
| KE Karen Eamon Next Level Wealth Planning LLC | 11,901 | $301,277.45 | $297,108.46 | -$4,168.99 | -1.38% |
Howard Teutsch Arcadia Investment Advisors LLC | 375,506 | $10.04M | $9.38M | -$663,947.44 | -6.61% |
Mark T. Williams InvesTrust | 387,435 | $9.71M | $9.68M | -$27,513.23 | -0.28% |
Bradley Wilson Crews Bank & Trust | 200,155 | $5.02M | $5M | -$26,939.2 | -0.54% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 25,003 | $635,821.71 | $624,449.92 | -$11,371.79 | -1.79% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 195,830 | $4.88M | $4.89M | $6,205.05 | 0.13% |