| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 38,186 | $1.18M | $1.2M | $19,750.68 | 1.67% |
Jeff Ameen Spire Wealth Management | 83,448 | $2.46M | $2.59M | $135,185.76 | 5.5% |
Stephen Smith Kestra Investment Management LLC | 18,761 | $537,232 | $589,555.04 | $52,323.04 | 9.74% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 9,395 | $244,151 | $295,613.67 | $51,462.67 | 21.08% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 39,721 | $1.1M | $1.23M | $133,594.64 | 12.13% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 13,079 | $359,324.12 | $411,547.74 | $52,223.62 | 14.53% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 70,321 | $2.04M | $2.19M | $146,337.89 | 7.17% |