| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BST Blake Schutter Theil Wealth Advisors LLC Blake Schutter Theil Wealth Advisors LLC | 27,441 | $588,370.5 | $591,490.75 | $3,120.25 | 0.53% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 60,840 | $1.33M | $1.31M | -$23,415.7 | -1.75% |
Bradley Wilson Crews Bank & Trust | 13,590 | $291,247.75 | $292,932.45 | $1,684.7 | 0.58% |
| BM Berkeley Meredith Hughes Financial Services LLC | 102,834 | $2.26M | $2.22M | -$38,985.18 | -1.73% |
| BK Bud Kahn Wealth Management Strategies Inc. | 542,615 | $11.84M | $11.7M | -$146,991.77 | -1.24% |
Matthew Chester Tableaux LLC | 23,225 | $508,866.05 | $500,498.75 | -$8,367.3 | -1.64% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 2,595 | $56,182 | $55,935.22 | -$246.78 | -0.44% |
Bonnie Courtney Cambridge Financial Group LLC | 14,011 | $299,377.15 | $302,007.1 | $2,629.95 | 0.88% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,021 | $44,143.39 | $43,552.55 | -$590.84 | -1.34% |