| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy T. Murray Gladwyn Financial Advisors Inc. | 254 | $27,980.2 | $27,338.02 | -$642.18 | -2.3% |
Molly Wheeler Burk Holdings LLC | 35 | $3,830 | $3,742.2 | -$87.8 | -2.29% |
Boreal Capital Management LLC Boreal Capital Management LLC | 230 | $25,309 | $24,591.6 | -$717.4 | -2.83% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 261 | $27,810 | $28,091.43 | $281.43 | 1.01% |
| CTC Caldwell Trust Co Caldwell Trust Co | 4,718 | $576,467.24 | $507,798.34 | -$68,668.9 | -11.91% |
Allison Brecher Vestwell Advisors LLC | 4,775 | $523,834.48 | $510,877.25 | -$12,957.23 | -2.47% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 13,642 | $1.51M | $1.46M | -$50,454 | -3.35% |
Michael Behner Nautilus Advisors LLC | 3,000 | $319,650 | $322,890 | $3,240 | 1.01% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 2,035 | $223,931.4 | $219,027.05 | -$4,904.35 | -2.19% |
Jon Borer Capitolis Liquid Global Markets LLC | 365,000 | $40.12M | $39.03M | -$1.09M | -2.72% |
Virtue Asset Management LLC Virtue Asset Management LLC | 4,437 | $493,483.6 | $477,554.31 | -$15,929.29 | -3.23% |
Darrell T. Roberts American Wealth Advisors LLC | 2,418 | $268,843.75 | $258,943.61 | -$9,900.14 | -3.68% |
Wallace Jones WJ Financial Advisors LLC | 2,157 | $239,852.67 | $230,626.44 | -$9,226.23 | -3.85% |
Thomas J. Hayes Great Hill Capital LLC | 5,967 | $660,981.07 | $642,228.21 | -$18,752.86 | -2.84% |
David K. Gilmore Equity Wealth Partners LLC | 2,603 | $284,846 | $280,160.89 | -$4,685.11 | -1.64% |