| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RMK Richard M. Kizik Inc.OME RESEARCH & MANAGEMENT | 100,000 | $4.98M | $4.82M | -$164,390 | -3.3% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 505 | $25,537.34 | $24,522.8 | -$1,014.54 | -3.97% |
Shawn Scholz Impact Partnership Wealth, LLC | 13,159 | $660,150.32 | $639,001.04 | -$21,149.28 | -3.2% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 11,213 | $570,192 | $544,503.28 | -$25,688.72 | -4.51% |
Balance Wealth LLC Balance Wealth LLC | 14,654 | $729,059.93 | $710,943.21 | -$18,116.72 | -2.48% |
David Dirks Plum Street Advisors LLC | 9,201 | $461,588.63 | $446,708.55 | -$14,880.08 | -3.22% |