| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James D. Ackerman Ackerman Asset Management LLC | 24,722 | $1.25M | $1.25M | -$4,028.75 | -0.32% |
David Dirks Plum Street Advisors LLC | 153,204 | $7.76M | $7.74M | -$24,609.51 | -0.32% |
James V. Thompson Jr. Bulwark Capital Corp | 66,863 | $3.38M | $3.38M | -$5,243.2 | -0.15% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 625 | $31,701.87 | $31,575 | -$126.87 | -0.4% |
Jordan Grabowski Alpha Zero LLC | 24,585 | $1.24M | $1.24M | -$2,436.8 | -0.2% |
Heydon Traub Traub Capital Management LLC | 4,874 | $247,147.3 | $246,234.48 | -$912.82 | -0.37% |
Base Wealth Management LLC Base Wealth Management LLC | 17,519 | $887,853.76 | $885,059.88 | -$2,793.88 | -0.31% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 18,523 | $938,132.31 | $935,781.96 | -$2,350.35 | -0.25% |