| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,598 | $934,057 | $952,131 | $18,074 | 1.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,399 | $242,738.99 | $255,265.5 | $12,526.51 | 5.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 912 | $31,236 | $31,464 | $228 | 0.73% |
Michael O'Connor Capasso Planning Partners LLC | 20,847 | $683,927.53 | $719,221.5 | $35,293.97 | 5.16% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,000 | $101,535 | $103,500 | $1,965 | 1.94% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,498 | $265,070.16 | $293,350.96 | $28,280.8 | 10.67% |
Chandler te Velde Maia Wealth LLC | 70,835 | $2.32M | $2.45M | $121,339.82 | 5.22% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 6,000 | $203,070 | $207,120 | $4,050 | 1.99% |