| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 149,069 | $3.82M | $3.82M | -$2,990.22 | -0.08% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,983 | $50,702.76 | $50,804.46 | $101.7 | 0.2% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 19,794 | $507,520.2 | $507,320.22 | -$199.98 | -0.04% |
| JP John Peralta Roof Eidam Maycock Peralta LLC | 29,904 | $803,386.27 | $766,140.48 | -$37,245.79 | -4.64% |
| BRM Bruce R. Mohr Buffington Mohr McNeal | 11,490 | $294,604.5 | $294,258.9 | -$345.6 | -0.12% |
| TCL Therese C.D. Linden Bank of New Hampshire | 905 | $23,086.55 | $23,195.15 | $108.6 | 0.47% |
Nancy Williamson Helen Stephens Group LLC | 54,780 | $1.4M | $1.4M | -$921.87 | -0.07% |
Bill McVay Red Tortoise LLC | 17,511 | $448,981.35 | $448,806.93 | -$174.42 | -0.04% |
Sean Murray Quantum Financial Advisors LLC | 103,716 | $2.65M | $2.66M | $6,498.34 | 0.25% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 201,206 | $5.12M | $5.16M | $36,499.74 | 0.71% |
Stephen Cheifetz Kades & Cheifetz LLC | 33,529 | $850,835.8 | $858,677.69 | $7,841.89 | 0.92% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 63,479 | $1.6M | $1.63M | $29,684.79 | 1.86% |
Sheryl Stephens Stephens Consulting LLC | 313 | $7,984 | $8,022.19 | $38.19 | 0.48% |
Salvatore Cocivera Cora Capital Advisors LLC | 8,755 | $223,499.98 | $224,434.42 | $934.44 | 0.42% |
Jeffrey Steele Silverlake Wealth Management LLC | 24,722 | $633,663.58 | $633,624.86 | -$38.72 | -0.01% |
Nicholas Brown Granite Harbor Advisors Inc. | 67,346 | $1.72M | $1.73M | $7,350.75 | 0.43% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 49,204 | $1.26M | $1.26M | -$496.89 | -0.04% |
Courtney Holt Compound Planning, Inc. | 11,550 | $296,143 | $295,911 | -$232 | -0.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,914 | $74,655.75 | $74,656.68 | $0.93 | - |
James Rankin Modern Wealth Management, LLC | 27,199 | $695,424.57 | $697,110.37 | $1,685.8 | 0.24% |