| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 875 | $65,538 | $64,496.25 | -$1,041.75 | -1.59% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 9,914 | $693,980 | $723,523.72 | $29,543.72 | 4.26% |
Kevin Serrapede Capstone Wealth Management Group LLC | 17,258 | $1.21M | $1.27M | $56,450.48 | 4.67% |
Clark Asset Management LLC Clark Asset Management LLC | 11,375 | $721,449.01 | $830,147.5 | $108,698.49 | 15.07% |
Linda M. Cash Hicks Capital Management LLC | 10,437 | $779,857.51 | $769,311.27 | -$10,546.24 | -1.35% |
Matthew Costa Woodside Wealth Management LLC | 3,468 | $259,129.13 | $255,314.16 | -$3,814.97 | -1.47% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 105 | $7,499 | $7,695.45 | $196.45 | 2.62% |
Balance Wealth LLC Balance Wealth LLC | 3,561 | $254,818.9 | $259,881.78 | $5,062.88 | 1.99% |
| RM Rich Mowrer Brookwood Investment Group LLC | 9,529 | $712,030.73 | $698,380.41 | -$13,650.32 | -1.92% |
David R. Hess Wealth Management Associates Inc. | 5,555 | $288,639.55 | $405,403.9 | $116,764.35 | 40.45% |
Nicole Reese WPG Advisers LLC | 899 | $62,930 | $66,265.29 | $3,335.29 | 5.3% |
Horan Wealth LLC Horan Wealth LLC | 3,514 | $258,176.17 | $256,451.72 | -$1,724.45 | -0.67% |
Maseco LLP Maseco LLP | 775 | $55,354 | $56,559.5 | $1,205.5 | 2.18% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 6,628 | $482,592.29 | $485,766.12 | $3,173.83 | 0.66% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 4,922 | $352,203.93 | $362,825.23 | $10,621.3 | 3.02% |
Molly Wheeler Burk Holdings LLC | 32 | $2,340.22 | $2,345.28 | $5.06 | 0.22% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 449 | $28,134.26 | $32,907.21 | $4,772.95 | 16.96% |
Basepoint Wealth LLC Basepoint Wealth LLC | 650 | $43,190.98 | $47,638.5 | $4,447.52 | 10.3% |
Steinberganna Wealth Management Steinberganna Wealth Management | 4,857 | $356,845.91 | $355,969.53 | -$876.38 | -0.25% |
Berman McAleer LLC Berman McAleer LLC | 402,028 | $29.55M | $29.34M | -$209,916.65 | -0.71% |