| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 1,280 | $66,176 | $65,740.8 | -$435.2 | -0.66% |
Jill Batley Gateway Wealth Partners LLC | 5,063 | $266,110.81 | $260,162.25 | -$5,948.56 | -2.24% |
Gregory Turcotte Alpha Financial Partners LLC | 12,187 | $644,412.03 | $625,985.25 | -$18,426.78 | -2.86% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 5,208 | $272,927 | $266,857.92 | -$6,069.08 | -2.22% |
| PIL PFG Investments LLC PFG Investments LLC | 19,440 | $1.01M | $998,730 | -$15,441.9 | -1.52% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,257 | $65,879 | $64,584.66 | -$1,294.34 | -1.96% |
| JMD John Michael Dodds Dodds Wealth LLC | 8,099 | $417,700.44 | $415,924.14 | -$1,776.3 | -0.43% |
Jacob Going Alpine Bank Wealth Management | 1,720 | $90,145 | $88,132.8 | -$2,012.2 | -2.23% |
Scott Boyce Decker Retirement Planning Inc. | 283 | $14,631 | $14,500.92 | -$130.08 | -0.89% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,013 | $210,916.89 | $205,626.12 | -$5,290.77 | -2.51% |
Able Financial Group LLC ABLE Financial Group, LLC | 329,635 | $17.03M | $16.9M | -$128,769 | -0.76% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 21,152 | $1.11M | $1.08M | -$27,728.27 | -2.49% |
Courtney Holt Compound Planning, Inc. | 160,754 | $8.32M | $8.26M | -$59,955.25 | -0.72% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 42,712 | $2.2M | $2.19M | -$8,835.52 | -0.4% |
Megan J. Lottier Rockwood Wealth Management, LLC | 16,617 | $853,787.71 | $851,455.08 | -$2,332.63 | -0.27% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7,187 | $360,685.54 | $369,196.19 | $8,510.65 | 2.36% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 13,282 | $684,472.76 | $680,835.32 | -$3,637.44 | -0.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 23,765 | $1.24M | $1.22M | -$18,838.45 | -1.52% |
Annmarie Young KPP Advisory Services LLC | 6,596 | $345,502.81 | $337,979.04 | -$7,523.77 | -2.18% |
Bradley Harsch Strategic Advocates LLC | 13,895 | $736,813.13 | $712,257.7 | -$24,555.43 | -3.33% |