| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 272 | $5,981.28 | $6,288.64 | $307.36 | 5.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 671 | $15,759.97 | $15,503.45 | -$256.52 | -1.63% |
| RG Robert Glass AlphaCentric Advisors LLC | 21,069 | $458,208.19 | $487,220.62 | $29,012.43 | 6.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,040 | $391,866.32 | $394,305.6 | $2,439.28 | 0.62% |
| AK Alisha Kamadia United Community Bank | 481,748 | $10.53M | $11.15M | $614,185.31 | 5.83% |
Michael Bailey MGB Wealth Management, LLC | 6,000 | $130,200 | $138,720 | $8,520 | 6.54% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 6,981 | $148,964.89 | $161,330.91 | $12,366.02 | 8.3% |