| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 24,905 | $626,110 | $619,138.3 | -$6,971.7 | -1.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,036 | $300,711.02 | $299,455.68 | -$1,255.34 | -0.42% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 41,904 | $1.06M | $1.04M | -$15,547.24 | -1.47% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,157 | $309,652.82 | $300,034.76 | -$9,618.06 | -3.11% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 120,053 | $3.03M | $2.98M | -$44,908.05 | -1.48% |
Berkeley Harrison Sterling Financial Group, Inc. | 33,863 | $856,267.93 | $835,738.84 | -$20,529.09 | -2.4% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 173,161 | $4.34M | $4.27M | -$66,071.34 | -1.52% |
VestGen Advisors LLC VestGen Advisors LLC | 28,667 | $710,909.49 | $712,374.95 | $1,465.46 | 0.21% |
Bradley Wilson Crews Bank & Trust | 11,040 | $277,153.72 | $272,467.2 | -$4,686.52 | -1.69% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 8,992 | $225,518.96 | $221,922.56 | -$3,596.4 | -1.59% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 88,780 | $2.22M | $2.19M | -$29,638.74 | -1.33% |