| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 11,931 | $294,045.69 | $296,962.59 | $2,916.9 | 0.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 385 | $9,616.47 | $9,598.05 | -$18.42 | -0.19% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 13,331 | $330,745.94 | $331,675.28 | $929.34 | 0.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 578 | $14,445.86 | $14,340.18 | -$105.68 | -0.73% |
Chandler te Velde Maia Wealth LLC | 33,550 | $837,673.83 | $836,066 | -$1,607.83 | -0.19% |
Robert R Schulz Schulz Wealth, LTD. | 19,000 | $474,314 | $472,720 | -$1,594 | -0.34% |
| RN Ron New Whipplewood Advisors LLC | 31,301 | $770,030.56 | $777,986.35 | $7,955.79 | 1.03% |