| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 48,741 | $2.77M | $2.77M | $6,498.08 | 0.23% |
United Advisor Group LLC United Advisor Group, LLC | 59,222 | $3.41M | $3.37M | -$41,125.08 | -1.21% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 22,000 | $1.21M | $1.25M | $40,364.09 | 3.33% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $56,850 | $56,870 | $20 | 0.04% |
Donald Hatcher Solutions 4 Wealth, Ltd | 48,103 | $2.73M | $2.74M | $2,764.07 | 0.1% |
PETER KRUSSEL Southland Equity Partners LLC | 5,756 | $315,562.44 | $327,257.38 | $11,694.94 | 3.71% |
Jon Deven Mouton CAP Partners, LLC | 58,927 | $3.28M | $3.35M | $74,623.21 | 2.28% |
Steven JE Manders BKM Wealth Management, LLC | 30,563 | $1.69M | $1.74M | $49,255.26 | 2.92% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 106,590 | $6M | $6.06M | $60,960.96 | 1.02% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 179,064 | $10.22M | $10.18M | -$35,418.66 | -0.35% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,969 | $1.19M | $1.19M | $5,393.07 | 0.45% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 7,517 | $428,154.18 | $427,529.37 | -$624.81 | -0.15% |
Cody Gehman Stonebridge Financial Group, LLC | 114,877 | $6.59M | $6.53M | -$53,916.48 | -0.82% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 4,631 | $264,461.57 | $262,276.68 | -$2,184.89 | -0.83% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,748 | $396,771.42 | $383,657.54 | -$13,113.88 | -3.31% |
Andrea Butler Sequent Planning LLC | 4,995 | $283,117 | $283,990.72 | $873.72 | 0.31% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 6,332 | $361,819.09 | $360,005.86 | -$1,813.23 | -0.5% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 285 | $16,209.31 | $16,203.67 | -$5.64 | -0.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 130,729 | $7.4M | $7.43M | $28,635.93 | 0.39% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 16,235 | $898,155.61 | $923,040.92 | $24,885.31 | 2.77% |