| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nichole Raftopoulos Nvest Financial LLC | 8,900 | $448,827 | $448,381.11 | -$445.89 | -0.1% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 7,393 | $372,311.48 | $372,311.48 | - | - |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 95,635 | $4.85M | $4.82M | -$32,406.56 | -0.67% |
Timothy Low Forte Asset Management LLC | 56,465 | $2.86M | $2.84M | -$14,963.23 | -0.52% |
Lincoln Bach Delap Wealth Advisory LLC | 12,602 | $635,141 | $634,762.74 | -$378.26 | -0.06% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 7,352 | $371,886 | $370,393.76 | -$1,492.24 | -0.4% |
| TD Teresa Douberly Ridgeline Wealth LLC | 8,132 | $409,284 | $409,608.84 | $324.84 | 0.08% |
Lori Fernicola Castle Wealth Management LLC | 143,581 | $7.27M | $7.23M | -$33,041.63 | -0.45% |
David Kennon David Kennon Inc | 67,917 | $3.44M | $3.42M | -$17,550.18 | -0.51% |
Xenia Woltmann Rochester Wealth Strategies LLC | 153,381 | $7.78M | $7.73M | -$49,125.34 | -0.63% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 235,331 | $11.87M | $11.85M | -$14,396.78 | -0.12% |
Holly Skipper Verum Partners LLC | 5,664 | $285,363.22 | $285,295.68 | -$67.54 | -0.02% |
Lucas Mosher SP Asset Management LLC | 79,451 | $3.98M | $4M | $26,028.6 | 0.65% |
Timothy J. Videnka Forza Wealth Management LLC | 6,750 | $341,634.5 | $340,031.25 | -$1,603.25 | -0.47% |
Joseph A. Feste KM Capital Management Ltd. | 12,718 | $639,251.73 | $640,414.89 | $1,163.16 | 0.18% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 16,971 | $851,940.12 | $854,849.64 | $2,909.52 | 0.34% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 11,652 | $583,323.08 | $586,679.37 | $3,356.29 | 0.58% |
Paul B. Ordonio Park Place Capital Corp. | 13,769 | $698,243.43 | $693,406.84 | -$4,836.59 | -0.69% |
Gregory Turcotte Alpha Financial Partners LLC | 30,237 | $1.53M | $1.52M | -$6,491.5 | -0.42% |
Charles Mattingly Leading Edge Financial Planning LLC | 4,409 | $222,569.53 | $222,037.24 | -$532.29 | -0.24% |