| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3,261 | $206,453.91 | $197,019.84 | -$9,434.07 | -4.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,409 | $2.23M | $2.35M | $123,775.06 | 5.56% |
| CB Catherine Bluvol Next Level Private LLC | 3,861 | $238,339.85 | $230,347.26 | -$7,992.59 | -3.35% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 11,791 | $736,561.91 | $704,507.53 | -$32,054.38 | -4.35% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 39,409 | $2.23M | $2.35M | $126,378.61 | 5.67% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 18,942 | $1.16M | $1.13M | -$26,085.76 | -2.25% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 5,347 | $322,614.49 | $319,108.96 | -$3,505.53 | -1.09% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 3,698 | $226,632 | $220,696.64 | -$5,935.36 | -2.62% |