| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,356 | $941,635 | $891,148.71 | -$50,486.29 | -5.36% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 25 | $1,543.75 | $1,574.88 | $31.13 | 2.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 23,639 | $1.43M | $1.47M | $39,909.26 | 2.8% |
Nabeed Zaman Eagle Strategies LLC | 45,382 | $2.43M | $2.87M | $443,995.01 | 18.3% |
W. Travis McKinney HB Wealth Management LLC | 5,257 | $310,951.55 | $331,166.82 | $20,215.27 | 6.5% |
Nichole Raftopoulos Nvest Financial LLC | 111,105 | $6.8M | $7.06M | $252,895.36 | 3.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,464 | $150,239.19 | $152,952.8 | $2,713.61 | 1.81% |
Janice M. Powell Diversify Advisory Services, LLC | 4,402 | $294,359 | $277,171.93 | -$17,187.07 | -5.84% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 8,060 | $446,211.39 | $510,883.1 | $64,671.71 | 14.49% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 4,402 | $282,131.73 | $277,083.89 | -$5,047.84 | -1.79% |
Elizabeth Arce Sovran Advisors LLC | 8,325 | $494,168.45 | $525,682.12 | $31,513.67 | 6.38% |
George Hall II One8Zero8 LLC | 7,236 | $430,623.05 | $457,713.18 | $27,090.13 | 6.29% |