| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,894 | $410,310.56 | $413,348.1 | $3,037.54 | 0.74% |
Nancy Williamson Helen Stephens Group LLC | 21,920 | $2.3M | $2.33M | $24,413.94 | 1.06% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,795 | $399,029.68 | $402,839.25 | $3,809.57 | 0.95% |
| CB Charles Brewster Brewster Financial Planning LLC | 32,011 | $3.4M | $3.4M | $781.51 | 0.02% |
Ashish Sharma DGS Capital Management LLC | 330,165 | $35.01M | $35.05M | $34,635.08 | 0.1% |
Brad Van Aken Agate Pass Investment Management LLC | 2,272 | $241,899.84 | $241,172.8 | -$727.04 | -0.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,672 | $285,102.4 | $283,980.16 | -$1,122.24 | -0.39% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,723 | $501,667.85 | $501,346.45 | -$321.4 | -0.06% |
Brandon Collier Collier Financial | 785 | $82,805.72 | $83,327.75 | $522.03 | 0.63% |
William Reid Culp III TAGStone Capital Inc. | 5,896 | $606,198.56 | $626,626.88 | $20,428.32 | 3.37% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 27,763 | $2.9M | $2.95M | $47,583.12 | 1.64% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 2,110 | $225,137 | $223,976.5 | -$1,160.5 | -0.52% |
Dominic Corabi Wedmont Private Capital | 13,813 | $1.45M | $1.47M | $15,241.44 | 1.05% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 592 | $61,419.7 | $62,840.8 | $1,421.1 | 2.31% |
Bill Ryan Manhattan West Asset Management LLC | 37,944 | $3.96M | $4.03M | $75,100.9 | 1.9% |
Jennifer Scott Scott Capital Advisors LLC | 5,693 | $597,864.32 | $604,311.95 | $6,447.63 | 1.08% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 2,145 | $228,442.2 | $227,691.75 | -$750.45 | -0.33% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,372 | $466,884.67 | $464,656.16 | -$2,228.51 | -0.48% |
Jacob B. Rue Shore Point Advisors LLC | 12,370 | $1.3M | $1.31M | $10,905.58 | 0.84% |
William Liberti Wealth Effects LLC | 3,181 | $337,486.43 | $337,663.15 | $176.72 | 0.05% |