| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 162 | $3,423.78 | $3,460.32 | $36.54 | 1.07% |
Michael Byun SageView Advisory Group LLC | 33,825 | $721,150.54 | $722,671.12 | $1,520.58 | 0.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 660 | $14,243.36 | $14,100.9 | -$142.46 | -1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 296 | $6,212 | $6,329.96 | $117.96 | 1.9% |
Crux Wealth Advisors Crux Wealth Advisors | 31,530 | $684,213.68 | $673,796.1 | -$10,417.58 | -1.52% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,054 | $22,239.35 | $22,523.98 | $284.63 | 1.28% |
| MAF MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 1,116 | $23,661.43 | $23,821.02 | $159.59 | 0.67% |
William P. Ratcliff Rebel Financial LLC | 106,653 | $2.3M | $2.27M | -$25,098.77 | -1.09% |