| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 38,186 | $1.18M | $1.22M | $34,822.69 | 2.95% |
Jeff Ameen Spire Wealth Management | 83,448 | $2.46M | $2.66M | $199,499.13 | 8.11% |
Stephen Smith Kestra Investment Management LLC | 18,761 | $537,232 | $597,738.59 | $60,506.59 | 11.26% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 9,395 | $244,151 | $299,841.42 | $55,690.42 | 22.81% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 39,721 | $1.1M | $1.27M | $166,364.46 | 15.11% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 13,079 | $359,324.12 | $417,416.28 | $58,092.16 | 16.17% |