| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 353,654 | $7.99M | $7.98M | -$3,300.21 | -0.04% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 20,760 | $462,711.03 | $467,100 | $4,388.97 | 0.95% |
Alexandra Stickelman Root Financial Partners, LLC | 2,055 | $45,666.77 | $46,175.85 | $509.08 | 1.11% |
Brian Krause Cascade Financial Partners, LLC | 10,312 | $234,222 | $232,018.97 | -$2,203.03 | -0.94% |
Daphne Bullock Passumpsic Savings Bank | 34,402 | $788,940.52 | $774,045 | -$14,895.52 | -1.89% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 11,158 | $248,790.52 | $251,055 | $2,264.48 | 0.91% |
Note Advisors LLC Note Advisors LLC | 73,198 | $1.65M | $1.64M | -$9,152.2 | -0.55% |