| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 167,586 | $4.21M | $4.22M | $11,672.11 | 0.28% |
| WTM W. Travis McKinney HB Wealth Management LLC | 28,596 | $715,929.7 | $720,047.28 | $4,117.58 | 0.58% |
Eugene Donato KENNEDY INVESTMENT GROUP | 51,003 | $1.28M | $1.28M | -$296.28 | -0.02% |
| AK Alisha Kamadia United Community Bank | 3,720 | $94,265 | $93,669.6 | -$595.4 | -0.63% |
James Rankin Modern Wealth Management, LLC | 43,470 | $1.09M | $1.09M | $2,173.6 | 0.2% |
Jeff Ramsey Quotient Wealth Partners, LLC | 236,419 | $5.94M | $5.95M | $8,552.71 | 0.14% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 22,520 | $568,974.26 | $567,053.6 | -$1,920.66 | -0.34% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 17,977 | $448,981.02 | $452,840.63 | $3,859.61 | 0.86% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 206,338 | $5.21M | $5.2M | -$15,213.21 | -0.29% |
James J. Karabas Embree Financial Group | 14,605 | $368,193 | $367,753.9 | -$439.1 | -0.12% |
Adam Stalnaker Rockport Wealth LLC | 9,603 | $241,081.64 | $241,803.54 | $721.9 | 0.3% |
VestGen Advisors LLC VestGen Advisors LLC | 18,900 | $474,579.43 | $475,902 | $1,322.57 | 0.28% |
| RN Ron New Whipplewood Advisors LLC | 78,790 | $2M | $1.98M | -$12,526.28 | -0.63% |
| BM Boulos Michael TME Financial Inc. | 35,750 | $901,331.8 | $900,185 | -$1,146.8 | -0.13% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 343,585 | $8.63M | $8.65M | $23,176.07 | 0.27% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 33,169 | $829,577.64 | $835,195.42 | $5,617.78 | 0.68% |