| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,168 | $205,490 | $195,556.44 | -$9,933.56 | -4.83% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 155,346 | $3.9M | $4.97M | $1.07M | 27.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 178 | $5,467.94 | $5,643.49 | $175.55 | 3.21% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,140 | $53,264 | $68,950.8 | $15,686.8 | 29.45% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 8,857 | $272,441.3 | $285,372.54 | $12,931.24 | 4.75% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 13,509 | $402,568 | $435,259.98 | $32,691.98 | 8.12% |