| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Scott Solod Kelly Financial Group LLC | 5,188 | $425,317.75 | $425,416 | $98.25 | 0.02% |
| AC Adam Claypool First Community Trust Na | 11,760 | $959,521.43 | $964,320 | $4,798.57 | 0.5% |
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 5,917 | $485,131.03 | $485,194 | $62.97 | 0.01% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 25,542 | $2.11M | $2.09M | -$21,603.05 | -1.02% |
| TB Thomas Baker Blue Oak Capital LLC | 3,855 | $319,425 | $315,705.22 | -$3,719.78 | -1.16% |
| BRM Bruce R. Mohr Buffington Mohr McNeal | 675 | $54,000 | $55,279.12 | $1,279.12 | 2.37% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 2,736 | $226,705.11 | $224,133.12 | -$2,571.99 | -1.13% |
| JM John Malone Amundi | 669,900 | $54.89M | $54.84M | -$46,008 | -0.08% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 101,480 | $8.38M | $8.32M | -$58,058.16 | -0.69% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 2,633 | $215,114.24 | $215,695.36 | $581.12 | 0.27% |
SkyOak Wealth SkyOak Wealth LLC | 8,386 | $698,380.54 | $687,652 | -$10,728.54 | -1.54% |
| RR rosemary richard WCG Wealth Advisors LLC | 10,577 | $875,946.89 | $867,472.64 | -$8,474.25 | -0.97% |
| YA Yinka Akinsola Blue Trust Inc. | 4,568 | $378,052.48 | $374,576 | -$3,476.48 | -0.92% |
Jeff Ameen Spire Wealth Management | 103,964 | $8.58M | $8.53M | -$59,454.07 | -0.69% |
Keith Dubauskas One Plus One Wealth Management LLC | 15,043 | $1.24M | $1.23M | -$1,654.73 | -0.13% |
Michael Puryear Westwood Wealth Management | 82,750 | $6.81M | $6.78M | -$33,685.5 | -0.49% |
Kyle P. Smith NewEdge Wealth LLC | 11,624 | $964,318.78 | $952,179.96 | -$12,138.82 | -1.26% |
Mack, Connie Clarity Financial LLC | 266,695 | $21.96M | $21.87M | -$92,192.95 | -0.42% |
Carrie Delgott Wescott Financial Advisory Group LLC | 45,451 | $3.78M | $3.73M | -$52,257.69 | -1.38% |
John Mezzasalma Mezzasalma Advisors LLC | 8,525 | $705,305.32 | $698,325.37 | -$6,979.95 | -0.99% |