| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 51,337 | $2.78M | $2.81M | $29,775.46 | 1.07% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 2,140 | $117,506.2 | $116,972.4 | -$533.8 | -0.45% |
Loni Adams Daymark Wealth Partners LLC | 8,371 | $453,449 | $457,475.15 | $4,026.15 | 0.89% |
Helen Semus Semus Wealth Partners LLC | 8,524 | $469,054 | $468,681.91 | -$372.09 | -0.08% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 25,035 | $1.38M | $1.38M | -$1,560.24 | -0.11% |
Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 16,503 | $893,951 | $907,169.91 | $13,218.91 | 1.48% |