| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,938 | $564,130 | $570,963.2 | $6,833.2 | 1.21% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,698 | $230,467.61 | $357,400.82 | $126,933.21 | 55.08% |
| MWS MFA Wealth Services MFA Wealth Services | 12,229 | $417,810.68 | $495,274.5 | $77,463.82 | 18.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,391 | $127,331.42 | $179,875.12 | $52,543.7 | 41.27% |
| HAS Hayley A. Snell LRI Investments, LLC | 56 | $1,989 | $2,310.79 | $321.79 | 16.18% |
Curtis Harrell Tounjian Advisory Partners LLC | 1,347 | $54,512 | $53,947.35 | -$564.65 | -1.04% |