| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,219 | $239,861 | $253,385.07 | $13,524.07 | 5.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,640 | $216,632.4 | $222,328.8 | $5,696.4 | 2.63% |
| KB Kimberly Byrne Bill Few Associates Inc. | 76,297 | $2.75M | $3.01M | $264,345.56 | 9.61% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 9,320 | $328,137.94 | $368,270.48 | $40,132.54 | 12.23% |
Elyxium Wealth LLC Elyxium Wealth LLC | 35,515 | $1.28M | $1.4M | $126,670.67 | 9.92% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 5,640 | $217,546 | $222,858.96 | $5,312.96 | 2.44% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,567 | $214,730 | $219,974.44 | $5,244.44 | 2.44% |