| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 108,058 | $3.28M | $3.17M | -$111,948.09 | -3.42% |
Eddie Wilcox Rollins Financial Advisors LLC | 20,743 | $483,903 | $607,769.9 | $123,866.9 | 25.6% |
Katherine Andersen Western Pacific Wealth Management LP | 103,330 | $2.63M | $3.16M | $534,963.21 | 20.35% |
Jessica Thayer Unique Wealth LLC | 22,567 | $684,592.51 | $662,564.86 | -$22,027.65 | -3.22% |
VestGen Advisors LLC VestGen Advisors LLC | 177,432 | $4.46M | $5.41M | $953,095.34 | 21.39% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 161,403 | $4.9M | $4.93M | $34,540.24 | 0.71% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 4,917 | $123,515.04 | $149,919.33 | $26,404.29 | 21.38% |