| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3,261 | $206,453.91 | $208,117.02 | $1,663.11 | 0.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,409 | $2.23M | $2.41M | $178,514.16 | 8.01% |
| CB Catherine Bluvol Next Level Private LLC | 3,861 | $238,339.85 | $235,787.41 | -$2,552.44 | -1.07% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 11,791 | $736,561.91 | $775,347.86 | $38,785.95 | 5.27% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 39,409 | $2.23M | $2.41M | $178,374.84 | 8% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 18,942 | $1.16M | $1.21M | $51,015.76 | 4.41% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 5,347 | $322,614.49 | $326,535.94 | $3,921.45 | 1.22% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 3,698 | $226,632 | $225,833.16 | -$798.84 | -0.35% |