| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 2,036 | $215,007.61 | $215,296.82 | $289.21 | 0.13% |
JORDAN GREEN Valley Financial Group, Inc. | 5,957 | $629,077.79 | $629,922.96 | $845.17 | 0.13% |
Mark Finney McCarthy & Cox | 3,617 | $381,985.4 | $382,588.17 | $602.77 | 0.16% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 342,489 | $36.16M | $36.23M | $70,839.85 | 0.2% |
May Barnhard Investments LLC May Barnhard Investments LLC | 11,226 | $1.19M | $1.19M | $1,809.83 | 0.15% |
| MK Matthew Klein Matauro LLC | 77,897 | $8.23M | $8.24M | $13,694.11 | 0.17% |
| MS Michael Schupak Astra Wealth Partners LLC | 5,388 | $568,703.5 | $569,700.18 | $996.68 | 0.18% |
James V. Thompson Jr. Bulwark Capital Corp | 18,524 | $1.96M | $1.96M | $3,602.95 | 0.18% |
Caldwell Trust Co Caldwell Trust Co | 3,929 | $414,706 | $415,570.33 | $864.33 | 0.21% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 204 | $21,539 | $21,578.1 | $39.1 | 0.18% |