| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Miller Kraft, Davis & Associates LLC | 11,387 | $576,663.58 | $576,808.48 | $144.9 | 0.03% |
Edward Lowndes Angeles Wealth Management LLC | 17,293 | $885,055.74 | $875,976.91 | -$9,078.83 | -1.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,180 | $1.07M | $1.07M | -$2,794.96 | -0.26% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 110,652 | $5.66M | $5.6M | -$52,366.3 | -0.93% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 19,484 | $991,421.91 | $986,474.92 | -$4,946.99 | -0.5% |
Heather Scully NWF Advisory Services Inc. | 4,000 | $204,736 | $202,380 | -$2,356 | -1.15% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 11,357 | $581,213.84 | $574,776.63 | -$6,437.21 | -1.11% |