| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 30,163 | $1.52M | $1.52M | $2,111.41 | 0.14% |
Morgan Christen Spinnaker Investment Group LLC | 7,936 | $400,053.76 | $400,093.44 | $39.68 | 0.01% |
Jaimie Palmer Beacon Capital Management LLC | 7,165 | $360,805.94 | $361,330.95 | $525.01 | 0.15% |
Loni Adams Daymark Wealth Partners LLC | 40,697 | $2.05M | $2.05M | -$258.51 | -0.01% |
Dean Pelos Commonwealth Retirement Investments LLC | 20,373 | $1.03M | $1.03M | $940.85 | 0.09% |
Andy Peters Goldstein Advisors LLC | 69,871 | $3.52M | $3.52M | $5,278.54 | 0.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,028 | $857,155 | $857,955.78 | $800.78 | 0.09% |
VestGen Advisors LLC VestGen Advisors LLC | 11,871 | $597,764 | $598,654.53 | $890.53 | 0.15% |