| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 114 | $2,323 | $2,021.22 | -$301.78 | -12.99% |
| AJB ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 14,000 | $254,183 | $248,220 | -$5,963 | -2.35% |
| JS Joshua Stipcich Tidemark, LLC | 320 | $5,533 | $5,673.6 | $140.6 | 2.54% |
| SC Stacy Creekmur Creekmur Asset Management LLC | 722 | $13,122.65 | $12,801.06 | -$321.59 | -2.45% |
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 195 | $3,372 | $3,457.35 | $85.35 | 2.53% |
| HS Heather Scully NWF Advisory Services Inc. | 11,304 | $233,313.63 | $200,419.92 | -$32,893.71 | -14.1% |
| MWM Maridea Wealth Management LLC Maridea Wealth Management LLC | 12,253 | $220,801 | $217,245.69 | -$3,555.31 | -1.61% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 7 | $132 | $124.11 | -$7.89 | -5.98% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 505 | $10,156.1 | $8,953.65 | -$1,202.45 | -11.84% |
| WFB William F. Blake PMG Family Office LLC | 30,816 | $531,772.45 | $546,367.68 | $14,595.23 | 2.74% |