| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,890 | $2.14M | $2.25M | $111,685.95 | 5.23% |
Michael O'Connor Capasso Planning Partners LLC | 2,590 | $212,975.7 | $225,010.91 | $12,035.21 | 5.65% |
| TD Teresa Douberly Ridgeline Wealth LLC | 91,502 | $6.21M | $7.95M | $1.74M | 28.06% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 28,513 | $1.88M | $2.48M | $600,421.18 | 32% |
Belena Vincetti Fortis Capital Advisors LLC | 11,268 | $883,748.98 | $978,456.78 | $94,707.8 | 10.72% |
Jeffrey Hanson Breakwater Capital Group | 3,993 | $289,278.19 | $346,732.15 | $57,453.96 | 19.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,236 | $92,635.58 | $102,631.26 | $9,995.68 | 10.79% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 4,658 | $365,327 | $409,787.55 | $44,460.55 | 12.17% |