| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 47,585 | $2.4M | $2.4M | $3,538.96 | 0.15% |
Morgan Christen Spinnaker Investment Group LLC | 7,936 | $400,053.76 | $398,863.36 | -$1,190.4 | -0.3% |
Jaimie Palmer Beacon Capital Management LLC | 7,221 | $363,628.9 | $362,927.46 | -$701.44 | -0.19% |
Loni Adams Daymark Wealth Partners LLC | 48,939 | $2.47M | $2.46M | -$11,396.85 | -0.46% |
Dean Pelos Commonwealth Retirement Investments LLC | 20,373 | $1.03M | $1.02M | -$3,643.08 | -0.36% |
Andy Peters Goldstein Advisors LLC | 69,871 | $3.52M | $3.51M | -$12,189.21 | -0.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,103 | $1.06M | $1.06M | -$1,959.4 | -0.18% |
Joshua Stipcich Tidemark, LLC | 3,867 | $194,955 | $194,720.46 | -$234.54 | -0.12% |
David Quinn Pine Harbor Wealth Management, LLC | 9,696 | $488,824 | $488,416.61 | -$407.39 | -0.08% |
VestGen Advisors LLC VestGen Advisors LLC | 11,871 | $597,764 | $597,466.24 | -$297.76 | -0.05% |