| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KP Kevin Painter LeConte Wealth Management LLC | 12,418 | $1.65M | $1.64M | -$16,291.16 | -0.98% |
| AWA AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 10,556 | $1.41M | $1.39M | -$13,827.72 | -0.98% |
| RMM Robert M. Mangold Jr. Greenbush Financial Group LLC | 3,183 | $404,069.03 | $419,774.04 | $15,705.01 | 3.89% |
| RM Rich Mowrer Brookwood Investment Group LLC | 39,095 | $4.5M | $5.16M | $654,733.13 | 14.55% |
| DRH David R. Hess Wealth Management Associates Inc. | 2,105 | $284,853.51 | $277,607.4 | -$7,246.11 | -2.54% |
| NR Nicole Reese WPG Advisers LLC | 823 | $106,721.26 | $108,537.24 | $1,815.98 | 1.7% |
| JB Justin Boggs Optima Capital LLC | 740 | $91,908 | $97,591.2 | $5,683.2 | 6.18% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 107 | $14,234 | $14,111.16 | -$122.84 | -0.86% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 102 | $12,726 | $13,451.76 | $725.76 | 5.7% |
| ECJ Eric C. Jansen Finivi Inc. | 2,661 | $306,965.09 | $350,932.68 | $43,967.59 | 14.32% |