| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Richmond Richmond Investment Services, LLC | 50,126 | $1.03M | $1.02M | -$8,604.49 | -0.84% |
Chad Warrick Summit Wealth Partners, LLC | 12,331 | $241,177.95 | $250,565.92 | $9,387.97 | 3.89% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 59,370 | $1.22M | $1.21M | -$10,093.19 | -0.83% |
Taryn Anderson YANKCOM Partnership | 25,171 | $509,038.06 | $511,474.72 | $2,436.66 | 0.48% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 22,781 | $467,377.02 | $464,162.87 | -$3,214.15 | -0.69% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 81,973 | $1.66M | $1.67M | $5,537.01 | 0.33% |
| PS Paula Spurgeon BankPlus Trust Department | 8,151 | $166,863.23 | $165,628.32 | -$1,234.91 | -0.74% |
Maggie Hartness Legacy Wealth Management LLC / MS | 45,795 | $940,816.55 | $930,554.4 | -$10,262.15 | -1.09% |
Vantage Point Financial LLC Vantage Point Financial LLC | 43,730 | $881,169.05 | $891,654.7 | $10,485.65 | 1.19% |
VestGen Advisors LLC VestGen Advisors LLC | 145,571 | $2.97M | $2.96M | -$8,939.73 | -0.3% |
Grant Reeves CVFG LLC | 484,120 | $9.89M | $9.85M | -$31,137.91 | -0.31% |
Bradley Wilson Crews Bank & Trust | 18,065 | $364,188.56 | $367,080.8 | $2,892.24 | 0.79% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 26,330 | $541,724.53 | $535,025.6 | -$6,698.93 | -1.24% |
| FLP Financial Life Planners Financial Life Planners | 47,815 | $963,235.48 | $971,600.8 | $8,365.32 | 0.87% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 11,087 | $225,787 | $226,063.93 | $276.93 | 0.12% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 76,741 | $1.55M | $1.56M | $12,331.76 | 0.8% |
| TW Travis Weitz Unified Investment Management | 31,960 | $644,991.05 | $649,427.2 | $4,436.15 | 0.69% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 8,239 | $166,061.51 | $167,704.84 | $1,643.33 | 0.99% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 146,217 | $2.96M | $2.97M | $13,370.8 | 0.45% |
| AA Alvin Anton Summit Investment Advisors Inc. | 29,270 | $592,755.22 | $594,766.4 | $2,011.18 | 0.34% |