| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,002 | $40,461 | $40,280.4 | -$180.6 | -0.45% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 10,252 | $414,440 | $412,130.4 | -$2,309.6 | -0.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,543 | $468,395.25 | $464,028.6 | -$4,366.65 | -0.93% |
| CSF Cathy S. Freeman Cadence Bank | 6,605 | $265,851.25 | $265,521 | -$330.25 | -0.12% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 38,364 | $1.56M | $1.54M | -$12,283.48 | -0.79% |
| YA Yinka Akinsola Blue Trust Inc. | 655 | $26,481.65 | $26,331 | -$150.65 | -0.57% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,175 | $87,935.25 | $87,467.62 | -$467.63 | -0.53% |
Brandon Collier Collier Financial | 530 | $21,416.1 | $21,316.6 | -$99.5 | -0.46% |
Candace Cavalier Congress Wealth Management LLC / DE / | 35,163 | $1.42M | $1.41M | -$2,862.94 | -0.2% |
Stefan Demuth Ameliora Wealth Management Ltd. | 27,767 | $1.11M | $1.12M | $8,662.51 | 0.78% |
James Langer Redmont Wealth Advisors LLC | 68 | $2,764.2 | $2,736.33 | -$27.87 | -1.01% |
Samuel Miller Kraft, Davis & Associates LLC | 104,871 | $4.23M | $4.22M | -$8,377.96 | -0.2% |
Bryan Kupchik Capstone Wealth Management Group LLC | 9,294 | $374,971.09 | $373,711.74 | -$1,259.35 | -0.34% |
Jim Clark Worth Asset Management LLC | 5,931 | $237,417.93 | $238,426.2 | $1,008.27 | 0.42% |
Edward Lowndes Angeles Wealth Management LLC | 5,000 | $199,600 | $201,200.5 | $1,600.5 | 0.8% |
Rachel Faulk Cape Investment Advisory Inc. | 5,703 | $230,993.57 | $229,374.66 | -$1,618.91 | -0.7% |
David Kennon David Kennon Inc | 106,986 | $4.31M | $4.3M | -$10,163.4 | -0.24% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 30,602 | $1.24M | $1.23M | -$14,045.97 | -1.13% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,523 | $709,608.82 | $704,601.58 | -$5,007.24 | -0.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 55,682 | $2.24M | $2.24M | -$2,497.6 | -0.11% |