| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTF Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 69,373 | $1.81M | $1.81M | $2,040.24 | 0.11% |
| RMM Robert M. Mangold Jr. Greenbush Financial Group LLC | 530,742 | $13.82M | $13.86M | $43,933.67 | 0.32% |
| LS Lauren Sterling NerdWallet Wealth Partners LLC | 502,744 | $13.31M | $13.13M | -$177,789.82 | -1.34% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,320 | $218,483 | $217,235.2 | -$1,206.2 | -0.55% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 12,803 | $337,234.75 | $334,286.33 | -$2,884.41 | -0.85% |