| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 262,392 | $5M | $5.09M | $93,152.83 | 1.86% |
Daren Blonski Fermata Advisors LLC | 90,821 | $1.67M | $1.76M | $85,543.09 | 5.11% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,489 | $225,856.15 | $261,551.71 | $35,695.56 | 15.8% |
| WB William Bromley Innova Wealth Partners | 245,069 | $4.29M | $4.75M | $462,891.88 | 10.8% |
Bill Ryan Manhattan West Asset Management LLC | 19,525 | $369,862.08 | $368,436.75 | -$1,425.33 | -0.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,342 | $39,782.88 | $43,818.82 | $4,035.94 | 10.14% |
Jared Machen BWM Planning LLC | 202,643 | $3.56M | $3.79M | $230,216.81 | 6.46% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 100,868 | $1.69M | $1.93M | $245,263.05 | 14.53% |