| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,121 | $1.66M | $1.67M | $5,475.44 | 0.33% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,925 | $415,067.73 | $589,840.75 | $174,773.02 | 42.11% |
Joseph Castro Nuveen LLC | 23,884 | $1.27M | $1.27M | -$4,380.77 | -0.34% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 265 | $14,135.1 | $14,201.3 | $66.2 | 0.47% |
Mark Fiskio Empirical Asset Management LLC | 35,343 | $1.57M | $1.89M | $317,693.69 | 20.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 717 | $27,870.34 | $37,470.42 | $9,600.08 | 34.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,978 | $221,375.09 | $260,145.3 | $38,770.21 | 17.51% |
Benj Foor Frazier Financial Advisors, LLC | 14 | $544.56 | $749.22 | $204.66 | 37.58% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 4,639 | $174,473.02 | $248,603.08 | $74,130.06 | 42.49% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 31,765 | $1.35M | $1.7M | $351,924.7 | 26.11% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 94,721 | $3.75M | $4.95M | $1.2M | 32.09% |
| EJK Edward J. King Graney & King LLC | 12,928 | $512,145.19 | $691,850.97 | $179,705.78 | 35.09% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,138 | $50,635.52 | $61,440.62 | $10,805.1 | 21.34% |
Birchbrook Inc. Birchbrook Inc. | 228 | $12,162 | $11,915.05 | -$246.95 | -2.03% |