| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 146,453 | $5.71M | $6.09M | $380,910.27 | 6.67% |
| RR rosemary richard WCG Wealth Advisors LLC | 1.93M | $67.37M | $79.12M | $11.75M | 17.43% |
Tu Tran Crosspoint Financial LLC | 27,899 | $965,586.08 | $1.14M | $177,759.58 | 18.41% |
Rachel Faulk Cape Investment Advisory Inc. | 784 | $30,567.36 | $32,771.2 | $2,203.84 | 7.21% |
Andrew Agosta Prosperity Financial Group, Inc. | 81,209 | $2.96M | $3.38M | $419,772.52 | 14.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,421 | $558,497.56 | $682,949.39 | $124,451.83 | 22.28% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,356 | $403,779 | $424,596 | $20,817 | 5.16% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 19,546 | $713,351.01 | $809,008.94 | $95,657.93 | 13.41% |