| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 25,812 | $749,534.2 | $741,320.64 | -$8,213.56 | -1.1% |
Clark Asset Management LLC Clark Asset Management LLC | 17,757 | $519,701.41 | $509,714.68 | -$9,986.73 | -1.92% |
| AS Aryn Sands GK Wealth Management LLC | 299 | $8,573 | $8,569.34 | -$3.66 | -0.04% |
Justin Boggs Optima Capital LLC | 7,388 | $216,616.15 | $212,257.24 | -$4,358.91 | -2.01% |
Horan Wealth LLC Horan Wealth LLC | 23,771 | $696,960.77 | $682,703.12 | -$14,257.65 | -2.05% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 10 | $293.12 | $287.05 | -$6.07 | -2.07% |
Basepoint Wealth LLC Basepoint Wealth LLC | 495 | $14,360 | $14,206.5 | -$153.5 | -1.07% |
Blalock Williams LLC Blalock Williams LLC | 25,005 | $732,396.3 | $718,268.62 | -$14,127.68 | -1.93% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 672 | $19,682.6 | $19,299.84 | -$382.76 | -1.94% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 11,556 | $338,822.16 | $331,657.2 | -$7,164.96 | -2.11% |