| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 21,841 | $563,610 | $557,622.57 | -$5,987.43 | -1.06% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 12,344 | $316,141.35 | $314,809.03 | -$1,332.32 | -0.42% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,919 | $310,986.85 | $301,371.91 | -$9,614.94 | -3.09% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,700 | $205,051 | $194,694.5 | -$10,356.5 | -5.05% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 108,391 | $2.8M | $2.76M | -$32,411.9 | -1.16% |
Berkeley Harrison Sterling Financial Group, Inc. | 154,131 | $4.01M | $3.9M | -$114,449.39 | -2.85% |
William Ertel Tassel Capital Management, Inc. | 15,372 | $393,886.15 | $392,462.53 | -$1,423.62 | -0.36% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 156,010 | $4M | $3.94M | -$55,417.15 | -1.39% |
VestGen Advisors LLC VestGen Advisors LLC | 27,155 | $700,089.28 | $692,303.15 | -$7,786.13 | -1.11% |
Bradley Wilson Crews Bank & Trust | 10,775 | $277,665.61 | $272,445.87 | -$5,219.74 | -1.88% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 9,736 | $250,631.35 | $246,174.76 | -$4,456.59 | -1.78% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 51,238 | $1.32M | $1.3M | -$22,254.05 | -1.69% |
Virtue Asset Management LLC Virtue Asset Management LLC | 14,784 | $378,597.9 | $373,813.44 | -$4,784.46 | -1.26% |