| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 64,745 | $3.83M | $3.95M | $119,146.34 | 3.11% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 8,955 | $529,867 | $542,852.1 | $12,985.1 | 2.45% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,043 | $1.02M | $1.1M | $86,756.35 | 8.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 90 | $5,054.7 | $5,502.6 | $447.9 | 8.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 144 | $8,217.24 | $8,785.44 | $568.2 | 6.91% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 5,465 | $311,860 | $334,239.4 | $22,379.4 | 7.18% |
| EFL Envision Financial LLC Envision Financial LLC | 9,395 | $517,078.75 | $574,034.48 | $56,955.73 | 11.01% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 122,363 | $6.8M | $7.48M | $686,223.21 | 10.1% |
AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 4,349 | $243,110.91 | $265,897.86 | $22,786.95 | 9.37% |