| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 11,198 | $558,780.2 | $560,963.82 | $2,183.62 | 0.39% |
| JG Jacob Going Alpine Bank Wealth Management | 70,638 | $3.55M | $3.54M | -$13,011.97 | -0.37% |
Annmarie Young KPP Advisory Services LLC | 21,273 | $1.07M | $1.07M | $106.84 | 0.01% |
Dina Fliss Global View Capital Management LLC | 11,751 | $587,819.88 | $588,490.08 | $670.2 | 0.11% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 240,798 | $12.02M | $12.06M | $43,566.24 | 0.36% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 39,273 | $1.97M | $1.97M | -$1,011.95 | -0.05% |
Bradley Wilson Crews Bank & Trust | 3,600 | $180,653 | $180,324 | -$329 | -0.18% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 27,011 | $1.35M | $1.35M | -$1,185.36 | -0.09% |