| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSI Clark & Stuart Inc. Clark & Stuart Inc. | 8,027 | $647,112.73 | $661,625.47 | $14,512.74 | 2.24% |
Lyn Dippel Curio Wealth LLC | 7 | $680.87 | $583.03 | -$97.84 | -14.37% |
VestGen Advisors LLC VestGen Advisors LLC | 10,271 | $978,232.73 | $855,471.59 | -$122,761.14 | -12.55% |
Mark T. Williams InvesTrust | 4,165 | $331,575.35 | $343,196 | $11,620.65 | 3.5% |
Allyson Mickool Florida Financial Advisors LLC | 3,328 | $313,670.16 | $276,889.6 | -$36,780.56 | -11.73% |
Elizabeth Arce Sovran Advisors LLC | 3,874 | $334,220.14 | $322,316.8 | -$11,903.34 | -3.56% |
| EJK Edward J. King Graney & King LLC | 179 | $14,404.8 | $14,892.8 | $488 | 3.39% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 449 | $35,125 | $37,356.8 | $2,231.8 | 6.35% |
Bradley Wilson Crews Bank & Trust | 7,676 | $613,159.17 | $638,643.2 | $25,484.03 | 4.16% |
| RN Ron New Whipplewood Advisors LLC | 807 | $69,083.41 | $67,142.4 | -$1,941.01 | -2.81% |
| BIM Brentview Investment Management LLC Brentview Investment Management LLC | 42,671 | $3.46M | $3.52M | $52,658.46 | 1.52% |
| JB Joshalyn Baca TigerOak Management LLC | 4,165 | $332,700.09 | $346,528 | $13,827.91 | 4.16% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 3,158 | $252,897.69 | $260,219.2 | $7,321.51 | 2.9% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 10,681 | $887,676.82 | $880,114.4 | -$7,562.42 | -0.85% |
George Hall II One8Zero8 LLC | 2,739 | $238,758.75 | $227,884.8 | -$10,873.95 | -4.55% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 2,712 | $216,634.78 | $223,523.04 | $6,888.26 | 3.18% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 741 | $59,710 | $61,073.22 | $1,363.22 | 2.28% |
| CM Chelsea Michels Michels Family Financial LLC | 7,442 | $599,831.68 | $613,369.64 | $13,537.96 | 2.26% |
| SK Samira Kadam Synergy Investment Management LLC | 20 | $1,733 | $1,664 | -$69 | -3.98% |
Clare Market Investments LLC Clare Market Investments LLC | 13,827 | $1.22M | $1.14M | -$79,887.82 | -6.55% |