| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 2,716 | $253,092.29 | $251,206.7 | -$1,885.59 | -0.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,691 | $243,395.87 | $248,877.13 | $5,481.26 | 2.25% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,353 | $582,544.06 | $587,557.2 | $5,013.14 | 0.86% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,688 | $251,033.36 | $248,599.68 | -$2,433.68 | -0.97% |
| RR rosemary richard WCG Wealth Advisors LLC | 21,873 | $2M | $2.02M | $27,275.85 | 1.37% |
| YA Yinka Akinsola Blue Trust Inc. | 87 | $8,095.35 | $8,046.63 | -$48.72 | -0.6% |
Jeff Ameen Spire Wealth Management | 283 | $26,383.62 | $26,197.31 | -$186.31 | -0.71% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 113,196 | $10.5M | $10.47M | -$30,184.88 | -0.29% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,346 | $216,629.64 | $217,075.38 | $445.74 | 0.21% |
Christina Forster Pazienza Guardian Partners Inc. | 3,481 | $323,089.47 | $322,096.93 | -$992.54 | -0.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 175 | $16,371.25 | $16,202.37 | -$168.88 | -1.03% |
| NS Nicholas Shaheen FSA Advisors Inc. | 2,373 | $219,422.55 | $219,704.2 | $281.65 | 0.13% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,283 | $213,574.65 | $211,268.82 | -$2,305.83 | -1.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,857 | $920,424.66 | $912,708.91 | -$7,715.75 | -0.84% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 651 | $60,654.78 | $60,328.17 | -$326.61 | -0.54% |
| WJW Walter J. West Milestone Asset Management LLC | 12,034 | $1.11M | $1.11M | -$963.94 | -0.09% |
| JG Jacob Going Alpine Bank Wealth Management | 5,460 | $503,794.21 | $506,032.8 | $2,238.59 | 0.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 122 | $11,306.91 | $11,287.44 | -$19.47 | -0.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,301 | $305,114.26 | $306,035.71 | $921.45 | 0.3% |
Amir Har-El Savvy Advisors, Inc. | 34,842 | $3.25M | $3.23M | -$20,641.5 | -0.64% |