| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 41,976 | $182,175.84 | $177,348.6 | -$4,827.24 | -2.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,842 | $61,596.9 | $58,690.08 | -$2,906.82 | -4.72% |
Andrew Miller OLIO Financial Planning | 59,563 | $328,419.05 | $251,951.49 | -$76,467.56 | -23.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 39,871 | $206,546.42 | $167,458.2 | -$39,088.22 | -18.92% |
| MWL Melia Wealth LLC Melia Wealth LLC | 441,230 | $2.33M | $1.87M | -$461,171.85 | -19.81% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 441,286 | $1.96M | $1.86M | -$101,495.07 | -5.17% |
Benj Foor Frazier Financial Advisors, LLC | 203,866 | $947,187.68 | $852,159.88 | -$95,027.8 | -10.03% |
| MHI Mountain Hill Investment Partners Corp Mountain Hill Investment Partners Corp | 292 | $1,611.53 | $1,226.4 | -$385.13 | -23.9% |