| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DM Dipen Mehta Invst LLC | 20,301 | $979,125.48 | $976,376.59 | -$2,748.89 | -0.28% |
Larry Herold Herold Advisors Inc. | 98,157 | $4.76M | $4.72M | -$39,548.09 | -0.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,036 | $615,320.5 | $629,443.26 | $14,122.76 | 2.3% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 48,383 | $2.35M | $2.34M | -$16,961.04 | -0.72% |
| DM David Mailloux WealthCare Investment Partners LLC | 16,313 | $803,213.05 | $786,939.12 | -$16,273.93 | -2.03% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 71,399 | $3.47M | $3.44M | -$24,821.31 | -0.72% |
| VL Victoria Latham Fiduciary Alliance LLC | 9,059 | $442,396 | $437,051.45 | -$5,344.55 | -1.21% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 17,343 | $813,809.45 | $836,019.31 | $22,209.86 | 2.73% |
Lydia Gallas Harbour Trust & Investment Management Co | 308,684 | $14.82M | $14.85M | $29,627.99 | 0.2% |
Amir Har-El Savvy Advisors, Inc. | 20,087 | $982,353.48 | $969,298.18 | -$13,055.3 | -1.33% |
Jon Deven Mouton CAP Partners, LLC | 13,254 | $640,251.56 | $637,583.67 | -$2,667.89 | -0.42% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 42,563 | $2.06M | $2.05M | -$8,222.74 | -0.4% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 225,020 | $10.78M | $10.85M | $70,485.83 | 0.65% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 477 | $23,186.26 | $23,024.79 | -$161.47 | -0.7% |
Curtis Harrell Tounjian Advisory Partners LLC | 41,856 | $2.02M | $2.02M | -$2,561.69 | -0.13% |
VestGen Advisors LLC VestGen Advisors LLC | 13,946 | $675,823 | $672,127.47 | -$3,695.53 | -0.55% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 373 | $17,883.94 | $17,969.27 | $85.33 | 0.48% |
| RFL Rossby Financial LLC Rossby Financial LLC | 242 | $11,662 | $11,655.93 | -$6.07 | -0.05% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 27,602 | $1.35M | $1.33M | -$16,281.35 | -1.21% |