| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 74,994 | $2.28M | $2.27M | -$11,449.25 | -0.5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 143,417 | $4.34M | $4.34M | $1,401.58 | 0.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,300 | $100,221 | $99,964.59 | -$256.41 | -0.26% |
Matthew B. Boersen Straight Path Wealth Management | 13,578 | $382,899.6 | $415,418.91 | $32,519.31 | 8.49% |
Michael Byun SageView Advisory Group LLC | 259,720 | $7.54M | $7.91M | $366,307.95 | 4.86% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 24,472 | $662,820.6 | $745,661.84 | $82,841.24 | 12.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 495 | $13,087.96 | $14,994.69 | $1,906.73 | 14.57% |
Syon Capital LLC SYON CAPITAL LLC | 106,165 | $3.18M | $3.23M | $50,997.61 | 1.61% |
David Vollmer PFS Partners, LLC | 21,233 | $617,983.62 | $646,332.52 | $28,348.9 | 4.59% |
Cody Gehman Stonebridge Financial Group, LLC | 10,465 | $284,828.03 | $319,077.85 | $34,249.82 | 12.02% |
Gregory A. Brown Brown Financial Advisors | 9,714 | $295,743 | $296,859.84 | $1,116.84 | 0.38% |