| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Luis A. Galdamez Valtrion Capital Management LLC | 6,254 | $282,927.77 | $284,431.92 | $1,504.15 | 0.53% |
Horan Wealth LLC Horan Wealth LLC | 12,672 | $588,045.66 | $577,082.88 | -$10,962.78 | -1.86% |
Jon Lewis Midwest Trust Co | 9,946 | $460,388 | $452,045.7 | -$8,342.3 | -1.81% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 12,492 | $581,377.68 | $566,886.96 | -$14,490.72 | -2.49% |
Molly Wheeler Burk Holdings LLC | 38 | $1,758 | $1,727.1 | -$30.9 | -1.76% |
| CTC Caldwell Trust Co Caldwell Trust Co | 184 | $8,317 | $8,362.8 | $45.8 | 0.55% |
Matthew J. Darcy Seneca Financial Advisors LLC | 66,428 | $3.07M | $3.02M | -$46,245.19 | -1.51% |
Matthew Jenkins GatePass Capital LLC | 11,553 | $525,385.69 | $525,083.85 | -$301.84 | -0.06% |
United Financial Planning Group LLC United Financial Planning Group LLC | 93 | $4,344.03 | $4,226.85 | -$117.18 | -2.7% |
Blalock Williams LLC Blalock Williams LLC | 55,066 | $2.52M | $2.51M | -$11,903.16 | -0.47% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 11,258 | $523,073.6 | $511,676.1 | -$11,397.5 | -2.18% |
| PCL Payne Capital LLC Payne Capital LLC | 21,054 | $983,406.95 | $955,430.52 | -$27,976.43 | -2.84% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 25,052 | $1.17M | $1.14M | -$28,906.33 | -2.48% |
David K. Gilmore Equity Wealth Partners LLC | 119,930 | $5.53M | $5.45M | -$83,957.5 | -1.52% |