| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 141,725 | $3.64M | $3.63M | -$13,426 | -0.37% |
Archer Investment Management LLC Archer Investment Management LLC | 48,787 | $1.25M | $1.25M | $1,966.76 | 0.16% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 23,595 | $594,122 | $603,914.02 | $9,792.02 | 1.65% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 12,625 | $319,917.95 | $323,136.87 | $3,218.92 | 1.01% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 32,145 | $823,652.52 | $822,751.27 | -$901.25 | -0.11% |
| PR Philippe Reitzer Banque Transatlantique SA | 20 | $510 | $511.7 | $1.7 | 0.33% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 16,100 | $413,072 | $411,918.5 | -$1,153.5 | -0.28% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 8,301 | $213,834 | $212,381.08 | -$1,452.92 | -0.68% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 103,690 | $2.66M | $2.65M | -$3,629.25 | -0.14% |