| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loyd Stegent Stegent Equity Advisors Inc. | 64,631 | $1.38M | $1.42M | $34,766.57 | 2.51% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,261 | $46,577 | $49,606.34 | $3,029.34 | 6.5% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 99,421 | $2.11M | $2.18M | $71,771.04 | 3.4% |
| RM Rich Mowrer Brookwood Investment Group LLC | 23,427 | $541,623.67 | $512,957.59 | -$28,666.08 | -5.29% |