| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 299 | $22,241.02 | $23,316.02 | $1,075 | 4.83% |
Arlie W. Green Fortress Wealth Management Inc. | 4,655 | $334,798.89 | $363,276.2 | $28,477.31 | 8.51% |
Mark Fiskio Empirical Asset Management LLC | 10,868 | $841,460.24 | $848,356.08 | $6,895.84 | 0.82% |
| TG Timothy Gerlach Novem Group | 2,841 | $222,798.95 | $221,768.46 | -$1,030.49 | -0.46% |
Bert D. Barre Colonial Trust Co. / SC | 1,900 | $147,554 | $148,447 | $893 | 0.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,411 | $267,448.46 | $265,819.23 | -$1,629.23 | -0.61% |
KKM Financial LLC KKM Financial LLC | 4,114 | $317,569.6 | $321,118.27 | $3,548.67 | 1.12% |
Jaran Day OPINICUS CAPITAL, INC. | 4,060 | $306,449.07 | $316,883 | $10,433.93 | 3.4% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 5,600 | $442,400 | $436,772 | -$5,628 | -1.27% |
Adam Stalnaker Rockport Wealth LLC | 2,698 | $211,388.15 | $210,632.86 | -$755.29 | -0.36% |
| CL Chris Lein Partners Wealth Management LLC | 7,040 | $550,289.73 | $548,337.15 | -$1,952.58 | -0.35% |