| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 6,762 | $340,058 | $338,979.06 | -$1,078.94 | -0.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,445 | $726,439.05 | $724,561.2 | -$1,877.85 | -0.26% |
| TJ Taylor Jobe MKT Advisors LLC | 6,056 | $304,556.24 | $303,890.08 | -$666.16 | -0.22% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 4,295 | $215,995.55 | $214,857.37 | -$1,138.18 | -0.53% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 49,543 | $2.49M | $2.48M | -$10,403.56 | -0.42% |
Kelly Financial Services LLC Kelly Financial Services LLC | 179,662 | $9.04M | $8.99M | -$41,322.28 | -0.46% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 14,211 | $714,672 | $711,826.15 | -$2,845.85 | -0.4% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 28,848 | $1.45M | $1.45M | -$4,038.8 | -0.28% |