| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 170,081 | $4.64M | $4.73M | $85,041.79 | 1.83% |
John Ledford FWG Holdings LLC | 11,627 | $335,671.49 | $323,695.68 | -$11,975.81 | -3.57% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 465,102 | $13.16M | $12.67M | -$490,259.48 | -3.72% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,396 | $38,152.68 | $38,041 | -$111.68 | -0.29% |
Ian Laterreur Ergawealth Advisors Inc. | 12,159 | $349,931.02 | $338,020.2 | -$11,910.82 | -3.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,246 | $178,885.37 | $170,203.5 | -$8,681.87 | -4.85% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 7,811 | $225,503.58 | $214,333.84 | -$11,169.74 | -4.95% |
| AC Andrew Carter Panoramic Capital Partners LLC | 9,661 | $263,745 | $269,252.07 | $5,507.07 | 2.09% |
| SC Stacey Cole Haven Private LLC | 29,455 | $804,122 | $820,910.85 | $16,788.85 | 2.09% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 7,385 | $213,204.99 | $205,672.25 | -$7,532.74 | -3.53% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 133,666 | $3.65M | $3.72M | $69,506.32 | 1.9% |
| CWM Copia Wealth Management Copia Wealth Management | 44 | $1,217 | $1,225.4 | $8.4 | 0.69% |
| RM Rich Mowrer Brookwood Investment Group LLC | 10,098 | $291,531.03 | $281,229.3 | -$10,301.73 | -3.53% |