| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 897 | $17,993.82 | $17,159.61 | -$834.21 | -4.64% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,206 | $22,889.88 | $23,082.84 | $192.96 | 0.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 537 | $10,954.8 | $10,267.44 | -$687.36 | -6.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,930 | $347,843.33 | $343,000.9 | -$4,842.43 | -1.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,984 | $341,378.59 | $325,073.76 | -$16,304.83 | -4.78% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 23,846 | $462,612.73 | $455,220.14 | -$7,392.59 | -1.6% |
| JW Jeffrey Waters OFC Financial Planning LLC | 32,519 | $650,380 | $621,112.9 | -$29,267.1 | -4.5% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 16,069 | $320,687.7 | $307,719.74 | -$12,967.96 | -4.04% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 63,658 | $1.21M | $1.22M | $9,548.54 | 0.79% |
| RFL Rossby Financial LLC Rossby Financial LLC | 742 | $14,662 | $14,194.46 | -$467.54 | -3.19% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 44,675 | $879,297.75 | $854,632.75 | -$24,665 | -2.81% |