| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 97,596 | $4.68M | $4.62M | -$56,579.84 | -1.21% |
Larry Herold Herold Advisors Inc. | 5,427 | $253,738.14 | $256,995.58 | $3,257.44 | 1.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11 | $517.99 | $520.85 | $2.86 | 0.55% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1 | $47.6 | $47.35 | -$0.25 | -0.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,518 | $72,360.74 | $71,877.3 | -$483.44 | -0.67% |
Ameriflex Group Inc. Ameriflex Group Inc. | 802 | $38,183 | $38,002.77 | -$180.23 | -0.47% |