| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 859 | $19,044.03 | $19,288.84 | $244.81 | 1.29% |
Bobby Adusumilli SJS Investment Consulting Inc. | 120 | $2,732.4 | $2,694.6 | -$37.8 | -1.38% |
| DW Darren Woolson Asset Allocation Strategies LLC | 23,066 | $522,801.76 | $517,370.38 | -$5,431.38 | -1.04% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,825 | $222,143.25 | $220,522.12 | -$1,621.13 | -0.73% |
| LV Leah Vaden Redwood Financial Network Corp. | 18,451 | $409,058.67 | $414,317.2 | $5,258.53 | 1.29% |
Jill Batley Gateway Wealth Partners LLC | 9,004 | $202,860 | $202,274.86 | -$585.14 | -0.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,177 | $48,928.02 | $48,895.42 | -$32.6 | -0.07% |
James Rankin Modern Wealth Management, LLC | 116,175 | $2.62M | $2.61M | -$13,941.5 | -0.53% |
Amir Har-El Savvy Advisors, Inc. | 59,874 | $1.34M | $1.34M | $5,954.03 | 0.44% |
David Maxey Heritage Family Offices, LLP | 28,056 | $638,905.09 | $630,137.76 | -$8,767.33 | -1.37% |
Bradley Wilson Crews Bank & Trust | 213 | $4,799 | $4,783.98 | -$15.02 | -0.31% |
| CL Chris Lein Partners Wealth Management LLC | 53,139 | $1.18M | $1.19M | $16,996.72 | 1.44% |