| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 1.69M | $36.88M | $36.41M | -$473,901.63 | -1.28% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 4,232 | $93,304.33 | $91,051.48 | -$2,252.85 | -2.41% |
Jennifer Lutz Trademark Financial Management, LLC | 38,635 | $841,470 | $831,232.02 | -$10,237.98 | -1.22% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 5,940 | $129,634.28 | $128,155.5 | -$1,478.78 | -1.14% |
Tandem Financial LLC Tandem Financial LLC | 83,732 | $1.82M | $1.81M | -$16,743.44 | -0.92% |