| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 262,392 | $5M | $5.07M | $72,161.47 | 1.44% |
| SE Stuart Evans Mather Group LLC | 468,556 | $8.89M | $9.05M | $156,863.32 | 1.76% |
Daren Blonski Fermata Advisors LLC | 90,023 | $1.66M | $1.74M | $77,685.38 | 4.68% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 11,771 | $196,736.05 | $227,768.85 | $31,032.8 | 15.77% |
| WB William Bromley Innova Wealth Partners | 269,030 | $4.75M | $5.21M | $452,664.49 | 9.52% |
Bill Ryan Manhattan West Asset Management LLC | 19,525 | $369,862.08 | $377,320.62 | $7,458.54 | 2.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,813 | $48,953.06 | $54,333.09 | $5,380.03 | 10.99% |
Jared Machen BWM Planning LLC | 202,643 | $3.56M | $3.92M | $360,921.54 | 10.13% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 102,664 | $1.72M | $1.99M | $264,581.25 | 15.37% |