| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 146,453 | $5.71M | $5.99M | $281,908.04 | 4.94% |
| RR rosemary richard WCG Wealth Advisors LLC | 1.93M | $67.37M | $79.72M | $12.35M | 18.32% |
Tu Tran Crosspoint Financial LLC | 27,899 | $965,586.08 | $1.14M | $175,862.45 | 18.21% |
Rachel Faulk Cape Investment Advisory Inc. | 907 | $35,363 | $35,436.49 | $73.49 | 0.21% |
Andrew Agosta Prosperity Financial Group, Inc. | 81,209 | $2.96M | $3.17M | $211,471.44 | 7.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,085 | $717,125.7 | $823,790.95 | $106,665.25 | 14.87% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,356 | $403,779 | $428,603.77 | $24,824.77 | 6.15% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 19,546 | $713,351.01 | $805,621.62 | $92,270.61 | 12.93% |