| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,888 | $233,730 | $205,189.2 | -$28,540.8 | -12.21% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 139,542 | $1.51M | $1.67M | $167,691.82 | 11.14% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 20,323 | $187,563.94 | $243,672.77 | $56,108.83 | 29.91% |
Steven Trigili Garden State Investment Advisory Services LLC | 14,910 | $188,946.34 | $181,752.9 | -$7,193.44 | -3.81% |
Courtney Holt Compound Planning, Inc. | 81,629 | $1.01M | $991,792.35 | -$22,644.99 | -2.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,431 | $52,128.65 | $53,836.65 | $1,708 | 3.28% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 1,250 | $15,163 | $15,137.5 | -$25.5 | -0.17% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 215 | $2,976 | $2,620.85 | -$355.15 | -11.93% |
Heather Scully NWF Advisory Services Inc. | 24,400 | $262,882 | $296,094 | $33,212 | 12.63% |