| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Deven Mouton CAP Partners, LLC | 57,371 | $3.19M | $3.29M | $103,810.73 | 3.25% |
Steven JE Manders BKM Wealth Management, LLC | 26,434 | $1.46M | $1.52M | $56,254.43 | 3.85% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 109,173 | $6.15M | $6.27M | $123,104.74 | 2% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 254,043 | $14.46M | $14.59M | $128,589.32 | 0.89% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,876 | $1.18M | $1.2M | $21,226.77 | 1.8% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 7,275 | $414,335.98 | $417,803.25 | $3,467.27 | 0.84% |
Cody Gehman Stonebridge Financial Group, LLC | 114,877 | $6.59M | $6.6M | $9,840.26 | 0.15% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 4,720 | $269,488.37 | $271,069.6 | $1,581.23 | 0.59% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,180 | $421,170.76 | $412,347.4 | -$8,823.36 | -2.09% |
Andrea Butler Sequent Planning LLC | 47,868 | $2.7M | $2.78M | $72,717 | 2.69% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 6,431 | $367,410.95 | $369,332.33 | $1,921.38 | 0.52% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 285 | $16,209.31 | $16,367.55 | $158.24 | 0.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 130,729 | $7.4M | $7.56M | $160,018.58 | 2.16% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 16,235 | $898,155.61 | $932,376.05 | $34,220.44 | 3.81% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,277 | $359,185.95 | $361,461.04 | $2,275.09 | 0.63% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 5,579 | $315,092 | $320,401.97 | $5,309.97 | 1.69% |
Matthew Stead Sachetta, LLC | 51,803 | $2.96M | $2.98M | $12,013.37 | 0.41% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 53,363 | $2.97M | $3.06M | $94,394.43 | 3.18% |
Chandler te Velde Maia Wealth LLC | 18,984 | $1.1M | $1.09M | -$14,358.61 | -1.3% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 44,622 | $2.57M | $2.56M | -$3,009.75 | -0.12% |