| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 31,562 | $802,306.04 | $806,724.72 | $4,418.68 | 0.55% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 56,182 | $1.43M | $1.44M | $8,427.3 | 0.59% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 443,104 | $11.13M | $11.34M | $209,178.42 | 1.88% |
| SM Sarah Moore BOS Asset Management LLC | 8,085 | $204,510 | $206,733.45 | $2,223.45 | 1.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 85,867 | $2.16M | $2.19M | $36,503.15 | 1.69% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 18,550 | $467,812 | $474,323.5 | $6,511.5 | 1.39% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 10,221 | $259,820 | $261,350.97 | $1,530.97 | 0.59% |