| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,888 | $233,730 | $220,895.04 | -$12,834.96 | -5.49% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 20,323 | $187,563.94 | $266,231.3 | $78,667.36 | 41.94% |
Steven Trigili Garden State Investment Advisory Services LLC | 14,910 | $188,946.34 | $195,917.4 | $6,971.06 | 3.69% |
| SM Sarah Moore BOS Asset Management LLC | 10,000 | $138,400 | $131,000 | -$7,400 | -5.35% |
Courtney Holt Compound Planning, Inc. | 24,413 | $300,279 | $319,810.3 | $19,531.3 | 6.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,339 | $50,907.81 | $56,840.9 | $5,933.09 | 11.65% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 1,250 | $15,163 | $16,425 | $1,262 | 8.32% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 215 | $2,976 | $2,816.5 | -$159.5 | -5.36% |
Heather Scully NWF Advisory Services Inc. | 24,400 | $262,882 | $319,640 | $56,758 | 21.59% |