| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 4,486 | $424,817.97 | $427,829.82 | $3,011.85 | 0.71% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 5,520 | $524,341.83 | $526,442.4 | $2,100.57 | 0.4% |
Tony Edwards BankPlus Wealth Management LLC | 18,130 | $1.73M | $1.73M | -$1,379.83 | -0.08% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 8,433 | $801,014 | $804,508.2 | $3,494.2 | 0.44% |
| SC Shawn Clark Accredited Wealth Management LLC | 2,700 | $257,997.52 | $257,666.4 | -$331.12 | -0.13% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 29,017 | $2.76M | $2.77M | $6,715.93 | 0.24% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 7,780 | $745,599.2 | $741,900.8 | -$3,698.4 | -0.5% |
| CTC Caldwell Trust Co Caldwell Trust Co | 54 | $5,129 | $5,149.44 | $20.44 | 0.4% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 3,027 | $290,440.65 | $288,639.58 | -$1,801.07 | -0.62% |