| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 182,940 | $3.44M | $3.42M | -$21,955.51 | -0.64% |
| EM Erin Mccann Simplicity Wealth LLC | 521,467 | $9.8M | $9.73M | -$75,612.72 | -0.77% |
Loni Adams Daymark Wealth Partners LLC | 43,063 | $812,835.76 | $804,201.52 | -$8,634.24 | -1.06% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 30,432 | $575,481.27 | $568,317.6 | -$7,163.67 | -1.24% |
Crux Wealth Advisors Crux Wealth Advisors | 123,124 | $2.32M | $2.3M | -$19,923.14 | -0.86% |
Warner Group LLC Warner Group LLC | 39,614 | $744,548 | $739,791.45 | -$4,756.55 | -0.64% |