| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 5,894 | $223,076.11 | $245,809.27 | $22,733.16 | 10.19% |
Michael Collins Wincap Financial LLC | 30,833 | $1.2M | $1.29M | $88,496.09 | 7.39% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 39,449 | $1.68M | $1.66M | -$21,912.39 | -1.3% |
Balance Wealth LLC Balance Wealth LLC | 4,418 | $191,996.4 | $186,329.15 | -$5,667.25 | -2.95% |
Rydar Equities Inc. Rydar Equities Inc. | 58 | $2,387 | $2,418.02 | $31.02 | 1.3% |
Kenneth R. Wink Summit Financial Consulting LLC | 36,645 | $1.57M | $1.53M | -$43,851.9 | -2.79% |
J. Kemp Sawers Uptown Financial Advisors LLC | 41,962 | $1.77M | $1.75M | -$21,597.21 | -1.22% |
| RM Rich Mowrer Brookwood Investment Group LLC | 17,496 | $781,463.82 | $736,056.72 | -$45,407.1 | -5.81% |
David R. Hess Wealth Management Associates Inc. | 4,838 | $219,377 | $203,873.32 | -$15,503.68 | -7.07% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 10,759 | $411,866.1 | $448,112.35 | $36,246.25 | 8.8% |
| AS Aryn Sands GK Wealth Management LLC | 7,434 | $337,022.74 | $311,261.58 | -$25,761.16 | -7.64% |
Craig McFadzean Turn8 Private Wealth Inc. | 21,136 | $907,111.42 | $881,265.52 | -$25,845.9 | -2.85% |
Warner Group LLC Warner Group LLC | 8,624 | $391,012 | $361,302.48 | -$29,709.52 | -7.6% |
Robert Amato Compass Wealth Management LLC/GA | 78,385 | $3.26M | $3.27M | $11,658.48 | 0.36% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,727 | $70,625.53 | $72,767.14 | $2,141.61 | 3.03% |
Jon Lewis Midwest Trust Co | 28,149 | $1.15M | $1.19M | $36,149.38 | 3.14% |
Molly Wheeler Burk Holdings LLC | 250 | $11,473 | $10,531.25 | -$941.75 | -8.21% |
Adam Scott Argyle Capital Partners LLC | 22,868 | $990,718.25 | $961,256.38 | -$29,461.87 | -2.97% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 600 | $22,698 | $25,269 | $2,571 | 11.33% |
Caldwell Trust Co Caldwell Trust Co | 5,500 | $219,299.78 | $232,006.5 | $12,706.72 | 5.79% |