| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 4,440 | $28,194 | $26,728.8 | -$1,465.2 | -5.2% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 259,106 | $1.61M | $1.58M | -$31,094.46 | -1.93% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.26M | $7.54M | $7.58M | $41,757.13 | 0.55% |
Joseph Castro Nuveen LLC | 15,969 | $95,974 | $96,612.45 | $638.45 | 0.67% |
Caroline Jankowski Operose Advisors LLC | 271 | $1,655.81 | $1,634.13 | -$21.68 | -1.31% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 28,793 | $173,045.93 | $174,197.65 | $1,151.72 | 0.67% |
Craig Johnsen Fortitude Advisory Group LLC | 13,468 | $85,521.8 | $81,077.36 | -$4,444.44 | -5.2% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 74,780 | $462,184.81 | $450,175.6 | -$12,009.21 | -2.6% |
David Bach River Street Advisors LLC | 18,450 | $106,088 | $111,069 | $4,981 | 4.7% |
Jeffrey Steele Silverlake Wealth Management LLC | 17,783 | $139,304.6 | $107,053.66 | -$32,250.94 | -23.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,646 | $154,645 | $154,388.92 | -$256.08 | -0.17% |
Teresa Douberly Burford Brothers, Inc. | 34,470 | $218,884.5 | $207,509.4 | -$11,375.1 | -5.2% |
Amir Har-El Savvy Advisors, Inc. | 80,050 | $473,031.81 | $481,901 | $8,869.19 | 1.87% |
Lee Larson Everstar Asset Management, LLC | 42,293 | $243,185.19 | $254,603.86 | $11,418.67 | 4.7% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 13,947 | $84,100 | $83,960.94 | -$139.06 | -0.17% |
Teresa Coleman Creekside Partners | 14,892 | $94,564 | $89,649.84 | -$4,914.16 | -5.2% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 600 | $3,684 | $3,612 | -$72 | -1.95% |
Heather Scully NWF Advisory Services Inc. | 12,166 | $69,955 | $73,239.32 | $3,284.32 | 4.69% |
| JS Jeffrey Socha Entrewealth LLC | 10,736 | $64,631 | $65,919.04 | $1,288.04 | 1.99% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 10,715 | $64,719.99 | $65,254.35 | $534.36 | 0.83% |