| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 260,693 | $15.02M | $14.76M | -$261,365.41 | -1.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,816 | $145,478.08 | $158,775.37 | $13,297.29 | 9.14% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 6,788 | $359,443.45 | $369,878.12 | $10,434.67 | 2.9% |
Jill Batley Gateway Wealth Partners LLC | 7,976 | $397,840 | $434,612.24 | $36,772.24 | 9.24% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 64,445 | $3.22M | $3.51M | $286,699.82 | 8.89% |
Andrew Halac Talon Private Wealth, LLC | 83,649 | $4.17M | $4.56M | $385,833.01 | 9.25% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 62,790 | $3.16M | $3.56M | $394,073.71 | 12.46% |
Stillwater Wealth Management Group Stillwater Wealth Management Group | 12,835 | $674,012 | $699,379.15 | $25,367.15 | 3.76% |
Winnow Wealth LLC Winnow Wealth LLC | 6,284 | $362,143 | $342,415.16 | -$19,727.84 | -5.45% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 250 | $13,283 | $13,622.5 | $339.5 | 2.56% |