| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 10,500 | $531,640.1 | $529,305 | -$2,335.1 | -0.44% |
Teresa Douberly Burford Brothers, Inc. | 13,577 | $679,240.17 | $684,620.22 | $5,380.05 | 0.79% |
Benj Foor Frazier Financial Advisors, LLC | 164,299 | $8.32M | $8.28M | -$39,749.02 | -0.48% |
Jennifer Lutz Trademark Financial Management, LLC | 4,386 | $222,254.29 | $221,076.33 | -$1,177.96 | -0.53% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 429,980 | $21.73M | $21.68M | -$56,569.29 | -0.26% |
Dixon Karmindro Mainstream Capital Management LLC | 187,377 | $9.47M | $9.44M | -$25,322.12 | -0.27% |
Tory Parke Three Seasons Wealth LLC | 150,598 | $7.61M | $7.59M | -$20,001.87 | -0.26% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 42,936 | $2.17M | $2.16M | -$6,017.7 | -0.28% |
| EJK Edward J. King Graney & King LLC | 1,620 | $81,891 | $81,688.5 | -$202.5 | -0.25% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 4,219 | $213,376 | $212,637.6 | -$738.4 | -0.35% |
North Forty Two & Co. North Forty Two & Co. | 4,851 | $243,568.6 | $244,514.65 | $946.05 | 0.39% |
| RS Ranga Srinivasan Everest Management Corp | 12,542 | $634,003.8 | $632,116.8 | -$1,887 | -0.3% |
Adam J. Mehrer Wills Financial Group LLC | 49,345 | $2.49M | $2.49M | -$3,454.59 | -0.14% |
Michael Collins Wincap Financial LLC | 288,174 | $14.57M | $14.53M | -$46,924.82 | -0.32% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 47,801 | $2.4M | $2.41M | $6,712.62 | 0.28% |
| RM Rich Mowrer Brookwood Investment Group LLC | 15,374 | $776,361.45 | $775,157.08 | -$1,204.37 | -0.16% |
Steven T. Cox Providence Financial Advisors LLC | 665,670 | $33.65M | $33.55M | -$103,169.2 | -0.31% |