| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 84,697 | $2,724.7 | $2,724.7 | - | - |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 32,488 | $1.06M | $1.1M | $38,335.84 | 3.6% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,000 | $128.68 | $128.68 | - | - |
W. Travis McKinney HB Wealth Management LLC | 16,260 | $504,919.2 | $551,701.8 | $46,782.6 | 9.27% |
Victoria Latham Fiduciary Alliance LLC | 125,365 | $3.69M | $4.25M | $566,182.81 | 15.35% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 217,728 | $6.83M | $7.39M | $557,805.15 | 8.17% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 565,484 | $15.86M | $15.84M | -$19,569.37 | -0.12% |
| BPW BCS Private Wealth Management Inc. BCS Private Wealth Management Inc. | 963,385 | $29.15M | $32.69M | $3.54M | 12.13% |