| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,206 | $426,245.85 | $431,112.32 | $4,866.47 | 1.14% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 10,617 | $323,480.07 | $322,385.2 | -$1,094.87 | -0.34% |
Shad Lamm Keystone Wealth Services LLC | 6,626 | $201,960.48 | $201,165.36 | -$795.12 | -0.39% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 340 | $10,299.31 | $10,318.05 | $18.74 | 0.18% |
David W. Chenet Presidio Capital Management LLC | 21,166 | $650,317.15 | $642,917.25 | -$7,399.9 | -1.14% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 982 | $29,854 | $29,754.6 | -$99.4 | -0.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 469 | $14,025.57 | $14,232.84 | $207.27 | 1.48% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,720 | $201,394.1 | $204,019.2 | $2,625.1 | 1.3% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,291 | $252,199.55 | $251,217.3 | -$982.25 | -0.39% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 34,576 | $1.05M | $1.05M | $2,613.72 | 0.25% |
QTR Family Wealth LLC QTR Family Wealth LLC | 11,019 | $331,129.96 | $334,536.84 | $3,406.88 | 1.03% |