| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,292 | $28,172.06 | $27,597.12 | -$574.94 | -2.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 375 | $8,176.88 | $8,023.12 | -$153.76 | -1.88% |
Andy Peters Goldstein Advisors LLC | 1.82M | $39.75M | $38.99M | -$758,389.33 | -1.91% |
Paul B. Ordonio Park Place Capital Corp. | 4,286 | $94,481.8 | $91,698.97 | -$2,782.83 | -2.95% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 32,152 | $698,503 | $686,927.48 | -$11,575.52 | -1.66% |
Jennifer Lutz Trademark Financial Management, LLC | 40,429 | $880,444.65 | $863,765.58 | -$16,679.07 | -1.89% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 696 | $15,160.5 | $14,897.88 | -$262.62 | -1.73% |
Tandem Financial LLC Tandem Financial LLC | 106,198 | $2.31M | $2.27M | -$39,649.85 | -1.72% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 9,968 | $216,555 | $212,966.32 | -$3,588.68 | -1.66% |