| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,908 | $414,150 | $392,161.09 | -$21,988.91 | -5.31% |
PAX Financial Group PAX Financial Group LLC | 89,839 | $2.28M | $2.54M | $261,415.02 | 11.45% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 926 | $27,244.77 | $26,178.02 | -$1,066.75 | -3.92% |
Ed West Values First Advisors Inc. | 21,184 | $623,275.65 | $600,036.8 | -$23,238.85 | -3.73% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 1,324 | $37,946 | $37,331.5 | -$614.5 | -1.62% |