| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,219 | $436,238.92 | $435,599.06 | -$639.86 | -0.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 141 | $4,005.98 | $4,319.53 | $313.55 | 7.83% |
John Mezzasalma Mezzasalma Advisors LLC | 7,200 | $220,896 | $220,104 | -$792 | -0.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 172 | $5,263.2 | $5,269.22 | $6.02 | 0.11% |
| KLM Kate L. Miller STAR Financial Bank | 8,835 | $261,923 | $270,704.4 | $8,781.4 | 3.35% |
| RFL Rossby Financial LLC Rossby Financial LLC | 590 | $16,144 | $18,192.65 | $2,048.65 | 12.69% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 21,807 | $682,847.44 | $672,200.77 | -$10,646.67 | -1.56% |