| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 825 | $45,837.75 | $41,951.25 | -$3,886.5 | -8.48% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 4,301 | $204,222.01 | $218,813.37 | $14,591.36 | 7.14% |
Sima Elimelech Activest Wealth Management | 156 | $8,149.44 | $7,796.88 | -$352.56 | -4.33% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 198 | $9,565.38 | $10,073.25 | $507.87 | 5.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 40 | $1,992.4 | $1,999.2 | $6.8 | 0.34% |
Carmen McClennon WR Wealth Planners, LLC | 35 | $1,743 | $1,785.7 | $42.7 | 2.45% |
Rossby Financial LLC Rossby Financial LLC | 97 | $4,654.19 | $4,934.87 | $280.68 | 6.03% |