| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,036 | $300,711.02 | $301,561.98 | $850.96 | 0.28% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,157 | $309,652.82 | $304,654.42 | -$4,998.4 | -1.61% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 112,884 | $2.85M | $2.83M | -$21,381.82 | -0.75% |
Alexandra Stickelman Root Financial Partners, LLC | 132 | $3,281 | $3,304.62 | $23.62 | 0.72% |
Berkeley Harrison Sterling Financial Group, Inc. | 33,863 | $856,267.93 | $847,082.94 | -$9,184.99 | -1.07% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 161,355 | $4.04M | $4.04M | -$7,393.39 | -0.18% |
VestGen Advisors LLC VestGen Advisors LLC | 39,868 | $986,455.29 | $996,301.32 | $9,846.03 | 1% |
Bradley Wilson Crews Bank & Trust | 7,850 | $196,957 | $196,640.14 | -$316.86 | -0.16% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 8,920 | $223,708.91 | $222,955.4 | -$753.51 | -0.34% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 88,780 | $2.22M | $2.22M | -$1,229.14 | -0.06% |
Bonnie Courtney Cambridge Financial Group LLC | 9,715 | $242,633 | $242,583.55 | -$49.45 | -0.02% |