| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Michael Radoff LGT Financial Advisors LLC | 227 | $9,065.1 | $9,045.61 | -$19.49 | -0.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 100 | $4,036.6 | $3,985.5 | -$51.1 | -1.27% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 28,270 | $1.14M | $1.13M | -$11,418.3 | -1% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 33 | $1,285.9 | $1,315.05 | $29.15 | 2.27% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 16,031 | $623,859 | $638,833.75 | $14,974.75 | 2.4% |
Anne Wright Lummis Asset Management, LP | 110 | $4,440 | $4,383.49 | -$56.51 | -1.27% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 8,867 | $344,930.06 | $353,172.61 | $8,242.55 | 2.39% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 13,919 | $554,287.81 | $554,393.77 | $105.96 | 0.02% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 19 | $740.17 | $758.1 | $17.93 | 2.42% |