| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 1 | $103.43 | $101.43 | -$2 | -1.93% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 6,418 | $663,969 | $650,528.48 | -$13,440.52 | -2.02% |
| CTC Caldwell Trust Co Caldwell Trust Co | 283 | $28,976 | $28,707.52 | -$268.48 | -0.93% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 2,848 | $287,620.4 | $288,858.4 | $1,238 | 0.43% |
Matthew J. Darcy Seneca Financial Advisors LLC | 248,663 | $25.62M | $25.22M | -$402,911.16 | -1.57% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 371 | $37,902 | $37,628.67 | -$273.33 | -0.72% |
Darrell T. Roberts American Wealth Advisors LLC | 36,382 | $3.76M | $3.69M | -$70,256.44 | -1.87% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 11 | $1,154.6 | $1,115.84 | -$38.76 | -3.36% |