| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hartmann Taylor Wealth Management LLC Hartmann Taylor Wealth Management LLC | 37,250 | $1.77M | $1.79M | $20,487.14 | 1.16% |
Timothy Dwight SpringVest Wealth Management LLC | 11,374 | $543,336 | $547,316.88 | $3,980.88 | 0.73% |
Binnacle Investments Inc. Binnacle Investments Inc. | 11,053 | $525,676.26 | $531,428.24 | $5,751.98 | 1.09% |
Matthew Chester Tableaux LLC | 9,856 | $472,398 | $474,270.72 | $1,872.72 | 0.4% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 358,188 | $17.04M | $17.22M | $181,379.25 | 1.06% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 25,731 | $1.23M | $1.24M | $9,317.63 | 0.76% |
Jon Lewis Midwest Trust Co | 6,882 | $326,413.71 | $330,920.97 | $4,507.26 | 1.38% |
Molly Wheeler Burk Holdings LLC | 9,253 | $442,323.46 | $445,208.09 | $2,884.63 | 0.65% |