| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 64,745 | $3.83M | $3.9M | $71,235.15 | 1.86% |
| ENW Eric N. Ward Natixis Investment Managers LLC | 810,312 | $44.02M | $48.8M | $4.79M | 10.87% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,043 | $1.02M | $1.09M | $73,422.57 | 7.23% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 90 | $5,054.7 | $5,375.7 | $321 | 6.35% |
Jill Batley Gateway Wealth Partners LLC | 4,094 | $224,582 | $244,534.62 | $19,952.62 | 8.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 144 | $8,217.24 | $8,601.12 | $383.88 | 4.67% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 5,465 | $311,860 | $326,424.45 | $14,564.45 | 4.67% |
| EFL Envision Financial LLC Envision Financial LLC | 8,790 | $480,516.72 | $525,026.7 | $44,509.98 | 9.26% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 122,363 | $6.8M | $7.31M | $513,691.38 | 7.56% |
| AWA AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 4,349 | $243,110.91 | $259,765.77 | $16,654.86 | 6.85% |