| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,898 | $203,940 | $200,915.96 | -$3,024.04 | -1.48% |
Jessica Clark Caerus Investment Advisors LLC | 18,974 | $714,623.76 | $785,997.95 | $71,374.19 | 9.99% |
Caroline Jankowski Operose Advisors LLC | 32,708 | $1.33M | $1.35M | $25,209.89 | 1.9% |
| LV Leah Vaden Redwood Financial Network Corp. | 13,625 | $389,580.99 | $567,753.75 | $178,172.76 | 45.73% |
MICHAEL DE LUZ Williams & Novak, LLC | 91,489 | $3.15M | $3.81M | $659,198.48 | 20.92% |
Derek Ripp Austin Wealth Management, LLC | 211,092 | $6.19M | $8.76M | $2.57M | 41.5% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 9,447 | $328,099.23 | $387,988.29 | $59,889.06 | 18.25% |
Elizabeth Arce Sovran Advisors LLC | 18,831 | $685,054.95 | $780,074.17 | $95,019.22 | 13.87% |
| JS Jeffrey Socha Entrewealth LLC | 74,654 | $2.45M | $3.11M | $651,625.2 | 26.55% |
| IAL IFC Advisors LLC IFC Advisors LLC | 164,779 | $4.98M | $6.86M | $1.88M | 37.73% |
| JMF Jeremy Morris Finger Riverbend Wealth Management LLC | 14,354 | $490,854.58 | $592,188.62 | $101,334.04 | 20.64% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 52,190 | $1.54M | $2.15M | $609,580.8 | 39.54% |