| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerri Hicken FULLCIRCLE WEALTH LLC | 13,583 | $385,572.07 | $379,509.02 | -$6,063.05 | -1.57% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 1.14M | $32.22M | $31.93M | -$295,332.77 | -0.92% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 62,508 | $1.76M | $1.75M | -$14,578.41 | -0.83% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 1.89M | $53.95M | $52.95M | -$1M | -1.86% |
VestGen Advisors LLC VestGen Advisors LLC | 9,809 | $276,738.9 | $274,063.46 | -$2,675.44 | -0.97% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 623 | $17,525 | $17,406.62 | -$118.38 | -0.68% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 55,738 | $1.59M | $1.56M | -$32,774.6 | -2.06% |
| TG Timothy Golas Spurstone Advisory Services LLC | 4 | $112 | $111.76 | -$0.24 | -0.21% |