| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 272,896 | $21.09M | $21.02M | -$69,449.59 | -0.33% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 23,765 | $1.84M | $1.83M | -$13,282.05 | -0.72% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 3,219 | $250,928.19 | $247,975.66 | -$2,952.53 | -1.18% |
| SC Shawn Clark Accredited Wealth Management LLC | 8,501 | $666,190.13 | $654,704.51 | -$11,485.62 | -1.72% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 6,388 | $495,638 | $491,971.82 | -$3,666.18 | -0.74% |
| BWL Balance Wealth LLC Balance Wealth LLC | 189,573 | $14.79M | $14.6M | -$195,610.53 | -1.32% |
| LC Leslie Childs MB Levis & Associates LLC | 110 | $8,420.93 | $8,466.7 | $45.77 | 0.54% |
John R. Hanahan Yukon Wealth Management Inc. | 4,988 | $388,065 | $384,100.94 | -$3,964.06 | -1.02% |
Molly Wheeler Burk Holdings LLC | 989 | $76,708 | $76,123.33 | -$584.67 | -0.76% |