| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 114,694 | $4.7M | $4.63M | -$69,983.22 | -1.49% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,206 | $70,567.15 | $89,056.22 | $18,489.07 | 26.2% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 5,194 | $212,019.08 | $209,422.08 | -$2,597 | -1.22% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 25,428 | $906,213.41 | $1.03M | $119,806.39 | 13.22% |
Shad Lamm Keystone Wealth Services LLC | 16,712 | $638,110.84 | $673,911.4 | $35,800.56 | 5.61% |
Craig Kurth PCG Wealth Advisors LLC | 5,127 | $209,284.14 | $207,151.31 | -$2,132.83 | -1.02% |
Alisha Arvold Christopher J. Hasenberg, Inc | 557 | $16,241.84 | $22,497.23 | $6,255.39 | 38.51% |
Andrew Agosta Prosperity Financial Group, Inc. | 29,941 | $932,566.13 | $1.21M | $277,170.03 | 29.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 120,527 | $4.44M | $4.84M | $399,455.87 | 9% |
Luke Bunch OxenFree Capital LLC | 6,949 | $223,059.27 | $283,588 | $60,528.73 | 27.14% |
Elizabeth Arce Sovran Advisors LLC | 126,207 | $4.88M | $5.14M | $258,193.81 | 5.29% |
Crux Wealth Advisors Crux Wealth Advisors | 44,384 | $1.53M | $1.79M | $258,796.74 | 16.87% |
MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 395 | $16,187 | $15,928.37 | -$258.63 | -1.6% |
Rich Mowrer Brookwood Investment Group LLC | 75,414 | $2.5M | $3.04M | $543,914.96 | 21.76% |