| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 4,122 | $390,696.26 | $388,519.11 | -$2,177.15 | -0.56% |
Tony Edwards BankPlus Wealth Management LLC | 14,191 | $1.36M | $1.34M | -$20,914.76 | -1.54% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 8,433 | $801,014 | $794,346.43 | -$6,667.57 | -0.83% |
| SC Shawn Clark Accredited Wealth Management LLC | 2,700 | $257,997.52 | $254,488.5 | -$3,509.02 | -1.36% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 28,953 | $2.75M | $2.73M | -$24,287.45 | -0.88% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 7,533 | $721,927.88 | $709,157.37 | -$12,770.51 | -1.77% |
Caldwell Trust Co Caldwell Trust Co | 54 | $5,129 | $5,090.57 | -$38.43 | -0.75% |
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 3,027 | $290,440.65 | $285,158.53 | -$5,282.12 | -1.82% |
Plan A Wealth LLC Plan A Wealth LLC | 2,602 | $244,887 | $245,342.58 | $455.58 | 0.19% |