| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NRI NFP Retirement Inc. NFP Retirement Inc. | 11,724 | $600,438.87 | $594,230.94 | -$6,207.93 | -1.03% |
Travis Bettfreund K2 Financial Inc. | 10,735 | $546,626 | $544,117.43 | -$2,508.57 | -0.46% |
Elizabeth Arce Sovran Advisors LLC | 29,823 | $1.53M | $1.51M | -$19,759.53 | -1.29% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 135,372 | $6.96M | $6.87M | -$94,806.94 | -1.36% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 12,645 | $650,727.88 | $641,291.17 | -$9,436.71 | -1.45% |
| RFL Rossby Financial LLC Rossby Financial LLC | 351 | $17,697 | $17,789.52 | $92.52 | 0.52% |
| DR Don Ruffin Park Square Financial Group LLC | 6 | $307.33 | $304.09 | -$3.24 | -1.05% |
Buddy Levy Nestegg Advisors Inc. | 164,015 | $8.27M | $8.31M | $46,643.61 | 0.56% |
Nicole Reese WPG Advisers LLC | 1,087 | $54,741 | $55,089.16 | $348.16 | 0.64% |