| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 301,641 | $8.04M | $8.57M | $530,430.78 | 6.6% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 17,676 | $470,876 | $501,998.4 | $31,122.4 | 6.61% |
James Rankin Modern Wealth Management, LLC | 75,903 | $1.87M | $2.16M | $285,860.56 | 15.29% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 210,283 | $5.2M | $5.97M | $767,668.61 | 14.75% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 60,058 | $1.55M | $1.7M | $149,544.2 | 9.63% |