| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 39,233 | $1.41M | $1.42M | $11,782.27 | 0.84% |
Kyle P. Smith NewEdge Wealth LLC | 9,770 | $324,989.57 | $353,478.6 | $28,489.03 | 8.77% |
W. Travis McKinney HB Wealth Management LLC | 17,674 | $608,314.86 | $639,622.06 | $31,307.2 | 5.15% |
CJ Harrison DecisionPoint Financial LLC | 96 | $3,111 | $3,474.24 | $363.24 | 11.68% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,862 | $394,536.68 | $432,191.97 | $37,655.29 | 9.54% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 54,002 | $1.52M | $1.96M | $440,860.86 | 28.99% |
Loni Adams Daymark Wealth Partners LLC | 13,535 | $450,279.61 | $491,591.2 | $41,311.59 | 9.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 754 | $25,077.98 | $27,287.26 | $2,209.28 | 8.81% |
Charles Corkery PUREfi Wealth, LLC | 10,855 | $361,037 | $395,393.37 | $34,356.37 | 9.52% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 9,618 | $319,895 | $347,883.06 | $27,988.06 | 8.75% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 8,859 | $294,636.7 | $322,689.07 | $28,052.37 | 9.52% |
Nicole Reese WPG Advisers LLC | 499 | $17,909 | $18,058.81 | $149.81 | 0.84% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 344 | $12,346 | $12,483.76 | $137.76 | 1.12% |