| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,862 | $449,301 | $447,734.8 | -$1,566.2 | -0.35% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 20,220 | $910,697.03 | $919,929.12 | $9,232.09 | 1.01% |
Jason E. Archambault SK Wealth Management LLC | 9,275 | $421,780.4 | $420,293.84 | -$1,486.56 | -0.35% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,979 | $406,748.7 | $408,508.58 | $1,759.88 | 0.43% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 897 | $40,763.27 | $40,620.64 | -$142.63 | -0.35% |
Timothy Carne SFG Wealth Management LLC | 4,466 | $202,309.8 | $202,242.81 | -$66.99 | -0.03% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 239,481 | $10.76M | $10.85M | $96,136.3 | 0.89% |
John Hayes LongView Wealth Management | 7,597 | $343,932.92 | $344,030.14 | $97.22 | 0.03% |
James Rankin Modern Wealth Management, LLC | 7 | $311 | $318.47 | $7.47 | 2.4% |
Kyle Bubeck Independence Asset Advisors, LLC | 6,258 | $282,532.66 | $283,393.53 | $860.87 | 0.3% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 4,536 | $203,291.48 | $205,866.36 | $2,574.88 | 1.27% |