| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,419 | $1.11M | $1.07M | -$33,763.01 | -3.05% |
Richard W. Lowrie Park Edge Advisors LLC | 7,455 | $176,981.68 | $264,481.03 | $87,499.35 | 49.44% |
Menachem Striks Morton Capital Management LLC/CA | 16,314 | $407,515.34 | $578,771.78 | $171,256.44 | 42.02% |
Janice M. Powell Diversify Advisory Services, LLC | 10,580 | $277,593.27 | $386,107.58 | $108,514.31 | 39.09% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 7,422 | $234,284.74 | $272,046.73 | $37,761.99 | 16.12% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,580 | $326,816.2 | $375,346.66 | $48,530.46 | 14.85% |
Crux Wealth Advisors Crux Wealth Advisors | 7,627 | $198,776.42 | $270,583.08 | $71,806.66 | 36.12% |