| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,626 | $318,730 | $318,304.77 | -$425.23 | -0.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 480 | $9,628.8 | $9,177.36 | -$451.44 | -4.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 537 | $10,954.8 | $10,205.68 | -$749.12 | -6.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,930 | $347,843.33 | $340,759.65 | -$7,083.68 | -2.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,984 | $341,378.59 | $322,780.91 | -$18,597.68 | -5.45% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 23,846 | $462,612.73 | $457,127.82 | -$5,484.91 | -1.19% |
| JW Jeffrey Waters OFC Financial Planning LLC | 30,149 | $602,980 | $575,996.64 | -$26,983.36 | -4.48% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 16,069 | $320,687.7 | $305,391.33 | -$15,296.37 | -4.77% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 68,756 | $1.31M | $1.31M | $7,625.69 | 0.58% |
| RFL Rossby Financial LLC Rossby Financial LLC | 742 | $14,662 | $14,101.71 | -$560.29 | -3.82% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 80,150 | $1.56M | $1.54M | -$19,276.79 | -1.24% |