| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,061 | $346,620 | $340,065.28 | -$6,554.72 | -1.89% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 26,941 | $648,944.59 | $651,217.85 | $2,273.26 | 0.35% |
Jonathan Yarger Yarger Wealth Strategies LLC | 16,008 | $380,294.7 | $384,352.08 | $4,057.38 | 1.07% |
| KB Kimberly Byrne Bill Few Associates Inc. | 9,420 | $228,529.2 | $226,174.2 | -$2,355 | -1.03% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 122,522 | $2.97M | $2.96M | -$13,095.07 | -0.44% |
Berkeley Harrison Sterling Financial Group, Inc. | 31,062 | $755,738 | $745,798.62 | -$9,939.38 | -1.32% |
William Ertel Tassel Capital Management, Inc. | 16,697 | $406,331.17 | $403,816.94 | -$2,514.23 | -0.62% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 34,174 | $825,833.31 | $820,517.74 | -$5,315.57 | -0.64% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 46,519 | $1.14M | $1.12M | -$22,939.34 | -2.01% |
Buddy Levy Nestegg Advisors Inc. | 124,044 | $3.05M | $2.98M | -$67,058.08 | -2.2% |