| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 11,981 | $955,544.66 | $923,375.67 | -$32,168.99 | -3.37% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 156 | $10,339.99 | $12,036.09 | $1,696.1 | 16.4% |
| MR Michael Radoff LGT Financial Advisors LLC | 103 | $6,475.4 | $7,828 | $1,352.6 | 20.89% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 108 | $6,868.39 | $8,208 | $1,339.61 | 19.5% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,146 | $646,466.07 | $768,356.58 | $121,890.51 | 18.85% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 7,246 | $461,287.09 | $547,507.76 | $86,220.67 | 18.69% |