| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,277 | $316,720 | $310,907.1 | -$5,812.9 | -1.84% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 43,703 | $537,151.62 | $528,369.27 | -$8,782.35 | -1.63% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 427,631 | $5.24M | $5.17M | -$67,859.61 | -1.3% |
Taylor Jobe MKT Advisors LLC | 17,709 | $276,827.3 | $214,101.81 | -$62,725.49 | -22.66% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 536 | $6,508.52 | $6,480.24 | -$28.28 | -0.43% |
| NH Nathaniel Holden Core Wealth Partners LLC | 18,425 | $214,467 | $222,758.25 | $8,291.25 | 3.87% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 19,718 | $241,545.81 | $243,122.94 | $1,577.13 | 0.65% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 28,761 | $331,902 | $347,720.49 | $15,818.49 | 4.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,823 | $177,477.78 | $167,120.07 | -$10,357.71 | -5.84% |
James Rankin Modern Wealth Management, LLC | 21,185 | $249,347 | $263,541.4 | $14,194.4 | 5.69% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 23,898 | $281,643.74 | $288,926.82 | $7,283.08 | 2.59% |
Chandler te Velde Maia Wealth LLC | 12,848 | $165,546 | $155,332.32 | -$10,213.68 | -6.17% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 524 | $6,639.56 | $6,335.16 | -$304.4 | -4.58% |
Neil Azous Rareview Capital LLC | 58,889 | $680,231.22 | $711,968.01 | $31,736.79 | 4.67% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 212,592 | $2.69M | $2.57M | -$116,925.73 | -4.35% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 20,723 | $259,658 | $254,892.9 | -$4,765.1 | -1.84% |