| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 45,527 | $1.16M | $1.17M | $6,328.78 | 0.55% |
Tammy Trenta FF Advisors,LLC | 10,731 | $275,110.93 | $275,518.42 | $407.49 | 0.15% |
Ian Jameson American Capital Advisory, LLC | 2,221 | $56,980 | $56,968.65 | -$11.35 | -0.02% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,272 | $212,183 | $211,845.92 | -$337.08 | -0.16% |
Chad Warrick Summit Wealth Partners, LLC | 8,918 | $227,052 | $228,791.29 | $1,739.29 | 0.77% |
| TAL TPG Advisors LLC TPG Advisors LLC | 9,094 | $230,259.99 | $232,897.34 | $2,637.35 | 1.15% |
| WCL Wolfstich Capital LLC Wolfstich Capital LLC | 83,383 | $2.14M | $2.14M | $2,084.57 | 0.1% |
Bradley Wilson Crews Bank & Trust | 31,944 | $814,554.12 | $818,724.72 | $4,170.6 | 0.51% |
| PPL Postrock Partners LLC Postrock Partners LLC | 36,656 | $933,540.96 | $939,676.56 | $6,135.6 | 0.66% |
| BM Berkeley Meredith Hughes Financial Services LLC | 3,631 | $92,750.94 | $93,171.1 | $420.16 | 0.45% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 965 | $24,569 | $24,752.25 | $183.25 | 0.75% |
Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 20,673 | $526,589.85 | $530,467.11 | $3,877.26 | 0.74% |
| JH Julie Hazzard 10Elms LLP | 24,594 | $626,799.17 | $630,836.1 | $4,036.93 | 0.64% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 30,257 | $775,487 | $775,638.19 | $151.19 | 0.02% |
Horan Wealth LLC Horan Wealth LLC | 8,453 | $216,904 | $216,692.65 | -$211.35 | -0.1% |
| CTC Caldwell Trust Co Caldwell Trust Co | 29 | $744 | $743.7 | -$0.3 | -0.04% |