| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 60,421 | $1.81M | $1.86M | $45,919.96 | 2.53% |
| EW Enzi Wealth Enzi Wealth | 585,334 | $17.18M | $18M | $826,848.32 | 4.81% |
Penny A. Phillips Journey Strategic Wealth LLC | 901,723 | $26.42M | $27.27M | $845,701.08 | 3.2% |
Steven Trigili Garden State Investment Advisory Services LLC | 534,795 | $15.69M | $16.45M | $759,622.18 | 4.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,325 | $969,749 | $977,508 | $7,759 | 0.8% |