| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert R Schulz Schulz Wealth, LTD. | 23,700 | $521,637 | $523,177.5 | $1,540.5 | 0.3% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,943 | $237,581.13 | $240,964.86 | $3,383.73 | 1.42% |
| RN Ron New Whipplewood Advisors LLC | 2,313 | $48,874.61 | $51,128.86 | $2,254.25 | 4.61% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 12,734 | $294,028 | $282,822.14 | -$11,205.86 | -3.81% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 29,773 | $687,459 | $663,640.17 | -$23,818.83 | -3.46% |
| DR Don Ruffin Park Square Financial Group LLC | 26 | $564.18 | $579.54 | $15.36 | 2.72% |
Winnow Wealth LLC Winnow Wealth LLC | 67,573 | $1.49M | $1.5M | $12,775.16 | 0.86% |