| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,479 | $1.07M | $1.06M | -$4,267.82 | -0.4% |
Penny A. Phillips Journey Strategic Wealth LLC | 169,612 | $4.26M | $4.25M | -$8,681.5 | -0.2% |
W. Travis McKinney HB Wealth Management LLC | 28,825 | $721,695.92 | $722,354.47 | $658.55 | 0.09% |
Eugene Donato KENNEDY INVESTMENT GROUP | 51,044 | $1.29M | $1.28M | -$6,423.25 | -0.5% |
| AK Alisha Kamadia United Community Bank | 3,720 | $94,265 | $93,223.2 | -$1,041.8 | -1.11% |
James Rankin Modern Wealth Management, LLC | 43,470 | $1.09M | $1.09M | -$3,042.84 | -0.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 236,419 | $5.94M | $5.92M | -$19,817.81 | -0.33% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 21,320 | $538,566.24 | $534,279.18 | -$4,287.06 | -0.8% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,472 | $411,401.19 | $412,788.3 | $1,387.11 | 0.34% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 206,338 | $5.21M | $5.17M | -$39,973.98 | -0.77% |
James J. Karabas Embree Financial Group | 42,650 | $1.07M | $1.07M | -$5,253.4 | -0.49% |
Adam Stalnaker Rockport Wealth LLC | 9,603 | $241,081.64 | $240,651.17 | -$430.47 | -0.18% |
VestGen Advisors LLC VestGen Advisors LLC | 36,681 | $921,860.7 | $919,225.82 | -$2,634.88 | -0.29% |
| RN Ron New Whipplewood Advisors LLC | 86,368 | $2.19M | $2.16M | -$23,193.65 | -1.06% |
| ASB Albert Sidney Browning Integras Partners LLC | 18,514 | $466,923 | $463,960.82 | -$2,962.18 | -0.63% |
| BM Boulos Michael TME Financial Inc. | 36,200 | $912,680.79 | $907,171.96 | -$5,508.83 | -0.6% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 390,975 | $9.82M | $9.8M | -$23,742.47 | -0.24% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 35,728 | $894,115.04 | $895,343.64 | $1,228.6 | 0.14% |
| RM Rich Mowrer Brookwood Investment Group LLC | 12,748 | $321,505 | $319,464.87 | -$2,040.13 | -0.63% |