| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 28,664 | $629,978.48 | $627,884.92 | -$2,093.56 | -0.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,923 | $325,470.63 | $326,888.31 | $1,417.68 | 0.44% |
David Hunter Horizons Wealth Management | 25,494 | $558,055.84 | $556,788.96 | -$1,266.88 | -0.23% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 80,344 | $1.74M | $1.76M | $12,710.89 | 0.73% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,194 | $198,406.42 | $201,210.69 | $2,804.27 | 1.41% |
Berkeley Harrison Sterling Financial Group, Inc. | 35,225 | $766,313.4 | $770,899.12 | $4,585.72 | 0.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,581 | $122,699.02 | $121,868.95 | -$830.07 | -0.68% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 186,295 | $4.08M | $4.08M | -$6,864.57 | -0.17% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 180,723 | $3.96M | $3.95M | -$7,541.67 | -0.19% |
D. Garet Strange Hobbs Group Advisors, LLC | 16,635 | $364,255.16 | $363,973.8 | -$281.36 | -0.08% |
Kyle Jones Pineridge Advisors LLC | 14,252 | $310,274.43 | $311,833.76 | $1,559.33 | 0.5% |
Taryn Anderson YANKCOM Partnership | 7,900 | $169,850 | $172,812.5 | $2,962.5 | 1.74% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 16,597 | $359,542.17 | $362,976.39 | $3,434.22 | 0.96% |
VestGen Advisors LLC VestGen Advisors LLC | 64,286 | $1.39M | $1.4M | $16,277.01 | 1.17% |
Grant Reeves CVFG LLC | 13,342 | $291,031 | $291,389.28 | $358.28 | 0.12% |
Bradley Wilson Crews Bank & Trust | 9,110 | $197,869 | $199,462.54 | $1,593.54 | 0.81% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 9,868 | $213,006.82 | $215,566.46 | $2,559.64 | 1.2% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 112,774 | $2.46M | $2.46M | -$2,430.15 | -0.1% |
Buddy Levy Nestegg Advisors Inc. | 11,874 | $257,203.83 | $259,268.79 | $2,064.96 | 0.8% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 39,012 | $842,147.62 | $851,827.02 | $9,679.4 | 1.15% |