| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Mills Mills Wealth Advisors LLC | 164,926 | $12.54M | $12.59M | $52,512.96 | 0.42% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 10,211 | $781,062.69 | $779,916.18 | -$1,146.51 | -0.15% |
| EJK Edward J. King Graney & King LLC | 2,623 | $200,133 | $200,134.9 | $1.9 | - |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 112,123 | $8.57M | $8.55M | -$16,472.71 | -0.19% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 36,598 | $2.8M | $2.79M | -$7,604.27 | -0.27% |
| LH Lyle Hershey Master's Wealth Management Inc. | 52,711 | $4.03M | $4.02M | -$6,325.31 | -0.16% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 32,262 | $2.47M | $2.46M | -$12,739.87 | -0.51% |
Sara Amparan Prospera Capital Management LLC | 9,342 | $707,283 | $712,654.47 | $5,371.47 | 0.76% |