| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 137,258 | $10.81M | $10.67M | -$139,151.44 | -1.29% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,704 | $134,292.89 | $132,451.92 | -$1,840.97 | -1.37% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 48,441 | $3.81M | $3.77M | -$48,445.19 | -1.27% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 115 | $9,047.3 | $8,938.95 | -$108.35 | -1.2% |
| SE Steve Erken Maxele Advisors LLC | 3,600 | $290,988 | $279,828 | -$11,160 | -3.83% |
| SC Shuttleworth & Co Shuttleworth & Co | 8,936 | $705,009.27 | $694,595.28 | -$10,413.99 | -1.48% |