| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 461 | $23,410.83 | $23,033.86 | -$376.97 | -1.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,184 | $312,883.58 | $309,076.32 | -$3,807.26 | -1.22% |
Andrew Agosta Prosperity Financial Group, Inc. | 6,700 | $339,455.1 | $334,330 | -$5,125.1 | -1.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,728 | $137,396 | $136,156.94 | -$1,239.06 | -0.9% |
Mark Romin Lakeshore Financial Planning, Inc. | 20,047 | $1.01M | $1M | -$5,657.58 | -0.56% |
| TS Thomas Stadum Fjell Capital LLC | 60,203 | $3.03M | $3M | -$26,818.24 | -0.89% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,204 | $60,645.48 | $60,157.86 | -$487.62 | -0.8% |