| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 16,147 | $378,494 | $375,740.69 | -$2,753.31 | -0.73% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 8,544 | $200,273 | $198,562.56 | -$1,710.44 | -0.85% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 13,794 | $324,510.94 | $320,986.38 | -$3,524.56 | -1.09% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 738 | $17,299 | $17,188.02 | -$110.98 | -0.64% |
Jon Borer Capitolis Liquid Global Markets LLC | 36,000 | $843,120 | $838,440 | -$4,680 | -0.56% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,864 | $90,567 | $89,915.28 | -$651.72 | -0.72% |
William F. Blake PMG Family Office LLC | 10,297 | $240,315.25 | $239,611.19 | -$704.06 | -0.29% |