| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 17,380 | $1.7M | $1.61M | -$92,635.4 | -5.44% |
Adams Wealth Management Adams Wealth Management | 4,072 | $385,753.89 | $375,642 | -$10,111.89 | -2.62% |
Jeff Ameen Spire Wealth Management | 53 | $5,152.13 | $4,910.45 | -$241.68 | -4.69% |
Shad Lamm Keystone Wealth Services LLC | 4,055 | $388,187.5 | $374,073.75 | -$14,113.75 | -3.64% |
| TCL Therese C.D. Linden Bank of New Hampshire | 66 | $6,765 | $6,088.5 | -$676.5 | -10% |
Joseph Castro Nuveen LLC | 3,991 | $384,613 | $368,169.75 | -$16,443.25 | -4.28% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,000 | $109,960 | $92,250 | -$17,710 | -16.11% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,613 | $254,429.85 | $241,049.25 | -$13,380.6 | -5.26% |
Richard Slavik Newbridge Financial Services Group Inc. | 331 | $31,716.41 | $30,534.75 | -$1,181.66 | -3.73% |
Sima Elimelech Activest Wealth Management | 1,257 | $119,527.74 | $115,958.25 | -$3,569.49 | -2.99% |
Armand Doucette Surience Private Wealth LLC | 4,100 | $401,360.48 | $379,147.5 | -$22,212.98 | -5.53% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,065 | $395,158.65 | $376,500.3 | -$18,658.35 | -4.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,031 | $98,254.3 | $95,109.75 | -$3,144.55 | -3.2% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 3,600 | $346,932 | $332,100 | -$14,832 | -4.28% |
Candace Cavalier Congress Wealth Management LLC / DE / | 5,928 | $547,400.5 | $549,021.72 | $1,621.22 | 0.3% |
Nicholas Shaheen FSA Advisors Inc. | 2,838 | $273,542 | $262,969.08 | -$10,572.92 | -3.87% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 7,859 | $754,169.04 | $727,900.58 | -$26,268.46 | -3.48% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 305 | $29,118.35 | $28,140.82 | -$977.53 | -3.36% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 3,581 | $347,107.57 | $331,224.59 | -$15,882.98 | -4.58% |
April Lamb Sovereign Investment Advisors LLC | 50,383 | $5.29M | $4.67M | -$618,180.88 | -11.69% |