| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 67,947 | $2.13M | $2.13M | - | - |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 150,990 | $3.82M | $4,739.58 | -$3.81M | -99.88% |
Jodi Greenlund Financial Council LLC | 9,067 | $279,263.6 | $299,029.66 | $19,766.06 | 7.08% |
Lukas Lindgren Abound Wealth Management | 154 | $4,743.28 | $5,078.92 | $335.64 | 7.08% |
Bert D. Barre Colonial Trust Co. / SC | 1,753 | $50,170.86 | $50,170.86 | - | - |
Jill Batley Gateway Wealth Partners LLC | 28,596 | $835,911.88 | $943,096.08 | $107,184.2 | 12.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,217 | $289,382 | $369,936.66 | $80,554.66 | 27.84% |
Emily Priebe Priebe Wealth Holdings LLC | 39,775 | $1.03M | $1.31M | $283,592.39 | 27.58% |
Nicole Davis Northwest Financial Advisors | 2.42M | $76.06M | $79.91M | $3.85M | 5.07% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,445 | $322,875.43 | $344,476.1 | $21,600.67 | 6.69% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 177 | $5,556 | $5,837.46 | $281.46 | 5.07% |
IFS Group LLC IFS Group LLC | 37,801 | $1.14M | $1.25M | $111,419.48 | 9.81% |