| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 402 | $10,206.72 | $10,216.83 | $10.11 | 0.1% |
| PEP Philip E. Passafiume Protective Life Corp | 6,339 | $159,996.36 | $161,096.81 | $1,100.45 | 0.69% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 61,663 | $1.56M | $1.57M | $6,525.59 | 0.42% |
| MWM Marion Wealth Management Marion Wealth Management | 10,672 | $270,641.92 | $271,922.56 | $1,280.64 | 0.47% |
| PO Patrick O'Connell Security Financial Services Inc. | 16,664 | $422,571.59 | $423,765.52 | $1,193.93 | 0.28% |
| SS Stephen Smith Kestra Investment Management LLC | 1.26M | $31.73M | $31.9M | $167,877.59 | 0.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,454 | $615,752 | $620,887.06 | $5,135.06 | 0.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,234 | $55,957 | $56,765.94 | $808.94 | 1.45% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,398 | $261,827 | $264,212.14 | $2,385.14 | 0.91% |
| FLP Financial Life Planners Financial Life Planners | 84 | $2,124 | $2,134.2 | $10.2 | 0.48% |