| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,709 | $446,930 | $445,829.79 | -$1,100.21 | -0.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 80,243 | $2.42M | $2.44M | $11,597.68 | 0.48% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 8,966 | $273,239.65 | $272,745.72 | -$493.93 | -0.18% |
Shad Lamm Keystone Wealth Services LLC | 7,280 | $219,576.26 | $220,693.2 | $1,116.94 | 0.51% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 26,543 | $789,777.69 | $805,580.05 | $15,802.36 | 2% |
Andrea Butler Sequent Planning LLC | 13,027 | $394,328.15 | $395,890.53 | $1,562.38 | 0.4% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,546 | $410,457.76 | $412,069.32 | $1,611.56 | 0.39% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,373 | $254,374.04 | $254,120.55 | -$253.49 | -0.1% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 860 | $25,533 | $26,161.2 | $628.2 | 2.46% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 10,378 | $311,374.01 | $315,698.76 | $4,324.75 | 1.39% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,501 | $226,228 | $228,180.42 | $1,952.42 | 0.86% |