| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,419 | $1.11M | $1.05M | -$59,945.92 | -5.41% |
Richard W. Lowrie Park Edge Advisors LLC | 7,455 | $176,981.68 | $263,086.95 | $86,105.27 | 48.65% |
Menachem Striks Morton Capital Management LLC/CA | 16,314 | $407,515.34 | $575,721.06 | $168,205.72 | 41.28% |
Janice M. Powell Diversify Advisory Services, LLC | 10,580 | $277,593.27 | $374,743.6 | $97,150.33 | 35% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 7,422 | $234,284.74 | $260,066.88 | $25,782.14 | 11% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,580 | $326,816.2 | $374,743.6 | $47,927.4 | 14.66% |
Crux Wealth Advisors Crux Wealth Advisors | 7,627 | $198,776.42 | $268,957.77 | $70,181.35 | 35.31% |
| AS Aryn Sands GK Wealth Management LLC | 982 | $36,525 | $35,767.39 | -$757.61 | -2.07% |