| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 45,618 | $1.16M | $1.17M | $6,414.25 | 0.55% |
Tammy Trenta FF Advisors,LLC | 25,835 | $655,388.84 | $659,955.07 | $4,566.23 | 0.7% |
Ian Jameson American Capital Advisory, LLC | 2,217 | $56,822 | $56,633.26 | -$188.74 | -0.33% |
| TAL TPG Advisors LLC TPG Advisors LLC | 13,089 | $329,929.74 | $334,227.61 | $4,297.87 | 1.3% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 13,863 | $350,684.17 | $354,061.02 | $3,376.85 | 0.96% |
| WCL Wolfstich Capital LLC Wolfstich Capital LLC | 36,753 | $929,116 | $938,671.62 | $9,555.62 | 1.03% |
Bradley Wilson Crews Bank & Trust | 37,621 | $950,368.6 | $961,216.55 | $10,847.95 | 1.14% |
| PPL Postrock Partners LLC Postrock Partners LLC | 17,231 | $434,829.23 | $440,079.74 | $5,250.51 | 1.21% |
| BM Berkeley Meredith Hughes Financial Services LLC | 6,045 | $152,792.13 | $154,298.62 | $1,506.49 | 0.99% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 8,282 | $211,798.05 | $211,398.05 | -$400 | -0.19% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 828 | $20,849.13 | $21,134.7 | $285.57 | 1.37% |
| JH Julie Hazzard 10Elms LLP | 21,060 | $531,526.9 | $537,556.5 | $6,029.6 | 1.13% |
Tim Thomas Members Wealth LLC | 33,385 | $854,667.47 | $852,315.71 | -$2,351.76 | -0.28% |
Buddy Levy Nestegg Advisors Inc. | 8,264 | $208,854.04 | $210,970.83 | $2,116.79 | 1.01% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 44,965 | $1.15M | $1.15M | -$224.38 | -0.02% |
Horan Wealth LLC Horan Wealth LLC | 8,495 | $217,260 | $216,834.87 | -$425.13 | -0.2% |
| CTC Caldwell Trust Co Caldwell Trust Co | 40 | $1,025 | $1,021 | -$4 | -0.39% |