| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 3,059 | $59,222 | $59,986.99 | $764.99 | 1.29% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 23,151 | $477,679.99 | $453,991.11 | -$23,688.88 | -4.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 100 | $2,102 | $1,962 | -$140 | -6.66% |
| WTM W. Travis McKinney HB Wealth Management LLC | 37,228 | $733,391.6 | $730,041.08 | -$3,350.52 | -0.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,903 | $321,240.6 | $312,096.37 | -$9,144.23 | -2.85% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 45,530 | $907,273.89 | $893,526.25 | -$13,747.64 | -1.52% |
Andrew Nall PMV Capital Advisers, LLC | 9 | $169 | $176.53 | $7.53 | 4.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,165 | $22,930.72 | $22,845.65 | -$85.07 | -0.37% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 10,293 | $201,228 | $202,103.05 | $875.05 | 0.43% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 1 | $19.36 | $19.64 | $0.28 | 1.45% |