| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,590 | $201,050 | $192,114.45 | -$8,935.55 | -4.44% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 17,017 | $587,910.25 | $682,415.73 | $94,505.48 | 16.07% |
Craig Kurth PCG Wealth Advisors LLC | 15,068 | $503,585.4 | $604,256.94 | $100,671.54 | 19.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 81 | $2,877.96 | $3,248.26 | $370.3 | 12.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,494 | $52,751.92 | $59,912.39 | $7,160.47 | 13.57% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 15,686 | $518,527.58 | $629,039.97 | $110,512.39 | 21.31% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 15,969 | $564,165.11 | $668,382.49 | $104,217.38 | 18.47% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 6,901 | $252,231.59 | $276,743.9 | $24,512.31 | 9.72% |