| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 23,404 | $535,950 | $550,462.08 | $14,512.08 | 2.71% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 671 | $15,759.97 | $15,781.92 | $21.95 | 0.14% |
Robert Glass AlphaCentric Advisors LLC | 21,627 | $470,986.39 | $505,639.26 | $34,652.87 | 7.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 964 | $22,452 | $22,673.28 | $221.28 | 0.99% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,317 | $374,825.19 | $384,102.18 | $9,276.99 | 2.48% |
| AK Alisha Kamadia United Community Bank | 496,225 | $10.86M | $11.53M | $662,320.03 | 6.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,059 | $505,143 | $513,312.93 | $8,169.93 | 1.62% |
Michael Bailey MGB Wealth Management, LLC | 6,000 | $130,200 | $140,220 | $10,020 | 7.7% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 6,981 | $148,964.89 | $162,482.77 | $13,517.88 | 9.07% |