| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 80,512 | $2.43M | $2.44M | $9,965.92 | 0.41% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 8,966 | $273,239.65 | $271,983.61 | -$1,256.04 | -0.46% |
| SL Shad Lamm Keystone Wealth Services LLC | 7,220 | $217,755.2 | $218,982.6 | $1,227.4 | 0.56% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 24,040 | $713,723 | $729,253.4 | $15,530.4 | 2.18% |
Andrea Butler Sequent Planning LLC | 67,904 | $2.07M | $2.06M | -$6,550.86 | -0.32% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,546 | $410,457.76 | $410,850.18 | $392.42 | 0.1% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 33,350 | $1.01M | $1.01M | -$1,676.64 | -0.17% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 860 | $25,533 | $26,083.8 | $550.8 | 2.16% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 10,378 | $311,374.01 | $314,609.07 | $3,235.06 | 1.04% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,501 | $226,228 | $227,392.81 | $1,164.81 | 0.51% |