| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 144,714 | $7.31M | $7.24M | -$66,004.3 | -0.9% |
Samuel Miller Kraft, Davis & Associates LLC | 9,121 | $461,662.05 | $456,551.65 | -$5,110.4 | -1.11% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,526 | $280,223.25 | $276,631.56 | -$3,591.69 | -1.28% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 110,572 | $5.64M | $5.53M | -$108,361.48 | -1.92% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 19,130 | $973,389.15 | $957,552.15 | -$15,837 | -1.63% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 135,405 | $6.84M | $6.78M | -$59,694.68 | -0.87% |
Heather Scully NWF Advisory Services Inc. | 4,000 | $204,736 | $200,240 | -$4,496 | -2.2% |
William Bradley Clayton Sagespring Wealth Partners LLC | 6,183 | $316,398.02 | $309,490.06 | -$6,907.96 | -2.18% |