| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Hunter Horizons Wealth Management | 169,753 | $3.27M | $3.32M | $53,485.57 | 1.64% |
Bert D. Barre Colonial Trust Co. / SC | 173,539 | $3.37M | $3.39M | $20,609.65 | 0.61% |
Richard S. Levenson Western Financial Corp./CA | 46,845 | $897,994.77 | $916,053.97 | $18,059.2 | 2.01% |
Stephen Cheifetz Kades & Cheifetz LLC | 26,788 | $515,464.98 | $523,839.34 | $8,374.36 | 1.62% |
Michael Snyder Beaumont Financial Advisors LLC | 10,487 | $201,766.39 | $205,073.28 | $3,306.89 | 1.64% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,434 | $223,305.01 | $223,591.87 | $286.86 | 0.13% |
Stephen Smith Kestra Investment Management LLC | 20,589 | $401,995 | $402,617.89 | $622.89 | 0.15% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 19,879 | $388,038.86 | $388,733.84 | $694.98 | 0.18% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 10,495 | $199,473.79 | $205,177.25 | $5,703.46 | 2.86% |
Jesse Ellington Dover Advisors LLC | 17,718 | $340,289.66 | $346,463.09 | $6,173.43 | 1.81% |
Walter J. West Milestone Asset Management LLC | 371,135 | $7.26M | $7.26M | -$5,497.71 | -0.08% |
David Bach River Street Advisors LLC | 14,184 | $277,607.78 | $277,329.82 | -$277.96 | -0.1% |
Dana Anspach Sensible Money LLC | 23,698 | $451,819.9 | $463,414.39 | $11,594.49 | 2.57% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 19,101 | $368,478.6 | $373,520.05 | $5,041.45 | 1.37% |
Jeffrey Steele Silverlake Wealth Management LLC | 141,070 | $2.78M | $2.76M | -$22,763.46 | -0.82% |
Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 2.68M | $52.45M | $52.48M | $29,750.85 | 0.06% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 16,333 | $318,191.84 | $319,391.81 | $1,199.97 | 0.38% |
Jennifer Henry Continuum Wealth Advisors LLC | 134,690 | $2.63M | $2.63M | -$145.04 | -0.01% |
Michael Yoder Yoder Wealth Management Inc. | 12,700 | $245,110 | $248,348.5 | $3,238.5 | 1.32% |
Jenna Laws Evexia Wealth LLC | 492,437 | $9.63M | $9.63M | -$2,713.42 | -0.03% |