| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 36,694 | $1.19M | $1.24M | $42,794.49 | 3.58% |
Michelle S. Vang Socha Financial Group LLC | 7,634 | $235,013.38 | $256,311.55 | $21,298.17 | 9.06% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 13,491 | $372,351.6 | $454,376.88 | $82,025.28 | 22.03% |
Elizabeth Arce Sovran Advisors LLC | 16,544 | $504,632.08 | $555,878.4 | $51,246.32 | 10.16% |