| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 12,612 | $581,930.29 | $579,016.92 | -$2,913.37 | -0.5% |
| JB Justin Boggs Optima Capital LLC | 121,715 | $5.61M | $5.59M | -$22,053.87 | -0.39% |
| LFA Longview Financial Advisors LLC Longview Financial Advisors LLC | 520,045 | $23.78M | $23.88M | $95,301.26 | 0.4% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 18,196 | $842,292.97 | $835,378.36 | -$6,914.61 | -0.82% |
| MB Michael Behner Nautilus Advisors LLC | 12,499 | $576,729.35 | $573,829.09 | -$2,900.26 | -0.5% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 13,882 | $644,208.67 | $637,322.62 | -$6,886.05 | -1.07% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 27,594 | $1.27M | $1.27M | -$3,637.24 | -0.29% |