| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 26,236 | $619,269.67 | $615,496.56 | -$3,773.11 | -0.61% |
Lindsey Cooksen Cooksen Wealth, LLC | 15,048 | $357,465 | $353,026.08 | -$4,438.92 | -1.24% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 18,533 | $432,387.38 | $434,784.18 | $2,396.8 | 0.55% |
Andrew Bowers BridgePort Financial Solutions, LLC | 12,286 | $287,430 | $288,168.13 | $738.13 | 0.26% |
Taryn Anderson YANKCOM Partnership | 15,266 | $355,529.07 | $358,140.36 | $2,611.29 | 0.73% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 15,508 | $360,819.49 | $363,585.06 | $2,765.57 | 0.77% |
VestGen Advisors LLC VestGen Advisors LLC | 85,744 | $1.99M | $2.01M | $20,151.89 | 1.01% |
Grant Reeves CVFG LLC | 9,413 | $220,220 | $220,405.39 | $185.39 | 0.08% |
Bradley Wilson Crews Bank & Trust | 8,535 | $199,122 | $200,198.67 | $1,076.67 | 0.54% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 8,947 | $208,742.14 | $209,717.68 | $975.54 | 0.47% |
Tim Thomas Members Wealth LLC | 17,350 | $402,476.69 | $406,337 | $3,860.31 | 0.96% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 92,975 | $2.18M | $2.18M | $871.08 | 0.04% |
Bonnie Courtney Cambridge Financial Group LLC | 14,794 | $346,401.89 | $346,623.42 | $221.53 | 0.06% |