| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,408 | $463,130.46 | $468,634.32 | $5,503.86 | 1.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 334 | $10,117.81 | $10,161.95 | $44.14 | 0.44% |
| DWC David W. Chenet Presidio Capital Management LLC | 21,166 | $650,317.15 | $643,763.89 | -$6,553.26 | -1.01% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 967 | $29,396.8 | $29,411.3 | $14.5 | 0.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 460 | $13,752.34 | $13,988.6 | $236.26 | 1.72% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,919 | $207,358 | $210,475.98 | $3,117.98 | 1.5% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,135 | $247,477.59 | $247,466.7 | -$10.89 | - |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 146,291 | $4.42M | $4.45M | $28,613.55 | 0.65% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 12,019 | $361,180.77 | $365,557.88 | $4,377.11 | 1.21% |