| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William P. Ratcliff Rebel Financial LLC | 17,235 | $431,962.21 | $411,399.45 | -$20,562.76 | -4.76% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 16,739 | $418,167.84 | $399,687.15 | -$18,480.69 | -4.42% |
Molly Wheeler Burk Holdings LLC | 1,143 | $28,472.28 | $27,277.69 | -$1,194.59 | -4.2% |
Basepoint Wealth LLC Basepoint Wealth LLC | 23 | $569 | $548.89 | -$20.11 | -3.53% |
Payne Capital LLC Payne Capital LLC | 293,454 | $7.37M | $7.01M | -$368,115.91 | -4.99% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,645 | $41,269 | $39,257.92 | -$2,011.08 | -4.87% |