| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,890 | $2.14M | $2.13M | -$5,336.85 | -0.25% |
Michael O'Connor Capasso Planning Partners LLC | 2,590 | $212,975.7 | $212,781.45 | -$194.25 | -0.09% |
| TD Teresa Douberly Ridgeline Wealth LLC | 93,486 | $6.37M | $7.68M | $1.3M | 20.43% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 28,513 | $1.88M | $2.35M | $472,825.5 | 25.2% |
Belena Vincetti Fortis Capital Advisors LLC | 11,268 | $883,748.98 | $924,088.68 | $40,339.7 | 4.56% |
Jeffrey Hanson Breakwater Capital Group | 4,370 | $321,159.19 | $358,383.7 | $37,224.51 | 11.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 541 | $40,651.68 | $44,489.13 | $3,837.45 | 9.44% |