| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3,956 | $276,450 | $255,152.51 | -$21,297.49 | -7.7% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,069 | $1.02M | $968,333.94 | -$55,966.27 | -5.46% |
Donna Rittershausen Koss-Olinger Consulting LLC | 8,331 | $401,407.43 | $536,766.33 | $135,358.9 | 33.72% |
Dino Efthimiou Delta Wealth Advisors LLC | 4,781 | $253,041.36 | $305,505.9 | $52,464.54 | 20.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,882 | $566,286.92 | $701,862.88 | $135,575.96 | 23.94% |
Andrea Butler Sequent Planning LLC | 3,287 | $187,661.61 | $211,452.71 | $23,791.1 | 12.68% |
Robert Santos Arrowroot Family Office, LLC | 15,583 | $635,258.03 | $1M | $368,754.66 | 58.05% |
| HAS Hayley A. Snell LRI Investments, LLC | 766 | $39,614 | $49,223.16 | $9,609.16 | 24.26% |
Samira Kadam Synergy Investment Management LLC | 648 | $38,521.24 | $41,484.18 | $2,962.94 | 7.69% |