| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,568 | $255,520 | $246,745.08 | -$8,774.92 | -3.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,561 | $327,627.08 | $408,414.97 | $80,787.89 | 24.66% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,745 | $270,247.94 | $314,481.3 | $44,233.36 | 16.37% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 8,152 | $351,311.98 | $448,930.64 | $97,618.66 | 27.79% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 4,842 | $193,479.08 | $266,648.94 | $73,169.86 | 37.82% |
Jill Batley Gateway Wealth Partners LLC | 8,023 | $387,544.52 | $441,826.61 | $54,282.09 | 14.01% |
Jason Lina Golden Bell Financial Planning LLC | 4,340 | $189,204.66 | $239,003.8 | $49,799.14 | 26.32% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 27,031 | $1.18M | $1.49M | $310,152.58 | 26.32% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 295,550 | $14.46M | $16.18M | $1.71M | 11.85% |