| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 144,714 | $7.31M | $7.28M | -$31,272.94 | -0.43% |
Samuel Miller Kraft, Davis & Associates LLC | 11,387 | $576,663.58 | $574,986.56 | -$1,677.02 | -0.29% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,118 | $563,793.36 | $561,403.41 | -$2,389.95 | -0.42% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 103,592 | $5.3M | $5.23M | -$64,142.48 | -1.21% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 19,484 | $991,421.91 | $983,844.58 | -$7,577.33 | -0.76% |
Heather Scully NWF Advisory Services Inc. | 4,000 | $204,736 | $201,820 | -$2,916 | -1.42% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 11,357 | $581,213.84 | $573,017.43 | -$8,196.41 | -1.41% |