| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 36,443 | $835,655.54 | $841,651.08 | $5,995.54 | 0.72% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,188 | $304,657.66 | $304,510.92 | -$146.74 | -0.05% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,062 | $299,554.94 | $301,601.58 | $2,046.64 | 0.68% |
David Hunter Horizons Wealth Management | 23,343 | $542,112.26 | $538,639.72 | -$3,472.54 | -0.64% |
David Bach River Street Advisors LLC | 10,513 | $242,851 | $242,745.17 | -$105.83 | -0.04% |
Jeffrey Steele Silverlake Wealth Management LLC | 20,599 | $476,057.92 | $475,527.91 | -$530.01 | -0.11% |
Berkeley Harrison Sterling Financial Group, Inc. | 206,991 | $4.78M | $4.78M | -$2,455.77 | -0.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,311 | $122,848.79 | $122,433.95 | -$414.84 | -0.34% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 9,528 | $216,381 | $219,810.96 | $3,429.96 | 1.59% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 166,299 | $3.84M | $3.84M | -$4,997.1 | -0.13% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 176,473 | $4.01M | $4.07M | $57,616.59 | 1.44% |
Tammy Trenta FF Advisors,LLC | 12,961 | $302,551.84 | $299,204.68 | -$3,347.16 | -1.11% |
D. Garet Strange Hobbs Group Advisors, LLC | 23,749 | $552,193.09 | $548,245.66 | -$3,947.43 | -0.71% |
Lindsey Cooksen Cooksen Wealth, LLC | 15,203 | $357,194 | $351,037.27 | -$6,156.73 | -1.72% |
Taryn Anderson YANKCOM Partnership | 10,759 | $245,098.21 | $248,479.1 | $3,380.89 | 1.38% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 15,737 | $359,700.69 | $362,895.22 | $3,194.53 | 0.89% |
VestGen Advisors LLC VestGen Advisors LLC | 74,934 | $1.71M | $1.73M | $25,046.51 | 1.47% |
Bradley Wilson Crews Bank & Trust | 8,650 | $198,431 | $199,771.75 | $1,340.75 | 0.68% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 9,464 | $215,274.73 | $218,334.48 | $3,059.75 | 1.42% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 96,171 | $2.22M | $2.21M | -$2,115 | -0.1% |