| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,010 | $372,480 | $369,180.9 | -$3,299.1 | -0.89% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 70,414 | $2.48M | $3.27M | $787,461.84 | 31.77% |
| LV Leah Vaden Redwood Financial Network Corp. | 5,358 | $181,700.81 | $246,843.06 | $65,142.25 | 35.85% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 688 | $28,142 | $30,971.69 | $2,829.69 | 10.06% |
| KLM Kate L. Miller STAR Financial Bank | 8,695 | $307,368.24 | $400,578.65 | $93,210.41 | 30.33% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 13,023 | $403,904.54 | $586,256.36 | $182,351.82 | 45.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 60,161 | $2.16M | $2.71M | $545,082.93 | 25.2% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,463 | $320,019 | $380,978.85 | $60,959.85 | 19.05% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 58,880 | $2.46M | $2.65M | $193,653.69 | 7.88% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 2,930 | $103,575.5 | $131,899.8 | $28,324.3 | 27.35% |