| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,206 | $426,245.85 | $431,294.16 | $5,048.31 | 1.18% |
Shad Lamm Keystone Wealth Services LLC | 6,626 | $201,960.48 | $201,065.97 | -$894.51 | -0.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 334 | $10,117.81 | $10,181.99 | $64.18 | 0.63% |
David W. Chenet Presidio Capital Management LLC | 21,166 | $650,317.15 | $645,245.51 | -$5,071.64 | -0.78% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 982 | $29,854 | $29,936.27 | $82.27 | 0.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 464 | $13,874.21 | $14,145.04 | $270.83 | 1.95% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,720 | $201,394.1 | $204,120 | $2,725.9 | 1.35% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,135 | $247,477.59 | $247,995.47 | $517.88 | 0.21% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 34,576 | $1.05M | $1.05M | $5,206.92 | 0.5% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 11,019 | $331,129.96 | $335,914.21 | $4,784.25 | 1.44% |