| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BRM Bruce R. Mohr Buffington Mohr McNeal | 2,323 | $255,807.99 | $255,988.79 | $180.8 | 0.07% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 4,500 | $495,495 | $495,810 | $315 | 0.06% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 118,070 | $13.03M | $13.01M | -$20,575.22 | -0.16% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 7,579 | $835,546.62 | $835,054.22 | -$492.4 | -0.06% |
| RR rosemary richard WCG Wealth Advisors LLC | 15,560 | $1.71M | $1.71M | $57.92 | - |
| YA Yinka Akinsola Blue Trust Inc. | 12 | $1,325.88 | $1,322.16 | -$3.72 | -0.28% |
Jeff Ameen Spire Wealth Management | 22,901 | $2.53M | $2.52M | -$6,207.66 | -0.25% |
Daren Blonski Fermata Advisors LLC | 25,386 | $2.8M | $2.8M | -$1,539.06 | -0.05% |
Kyle P. Smith NewEdge Wealth LLC | 34,595 | $3.82M | $3.81M | -$5,189.25 | -0.14% |
Mack, Connie Clarity Financial LLC | 2,807 | $309,987.47 | $309,275.26 | -$712.21 | -0.23% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 2,450 | $269,819 | $269,965.5 | $146.5 | 0.05% |
Matt Hunter Heartland Bank & Trust Co. | 25,153 | $2.78M | $2.77M | -$6,749.14 | -0.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,022 | $1.22M | $1.21M | -$1,959.32 | -0.16% |
| TCL Therese C.D. Linden Bank of New Hampshire | 256 | $28,231.68 | $28,206.08 | -$25.6 | -0.09% |
Ryan Sanford Elevation Capital Advisory LLC | 8,366 | $923,522.74 | $921,933.2 | -$1,589.54 | -0.17% |
Joseph Castro Nuveen LLC | 5,902 | $651,286 | $650,282.36 | -$1,003.64 | -0.15% |
Mark Hansen Hansen & Associates Financial Group Inc. | 427,909 | $47.22M | $47.15M | -$65,107.01 | -0.14% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,882 | $318,576.28 | $317,538.76 | -$1,037.52 | -0.33% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 54,437 | $6M | $6M | $1,633.11 | 0.03% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 3,869 | $427,410.43 | $426,349.1 | -$1,061.33 | -0.25% |