| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 263,974 | $7.98M | $8.14M | $153,108.67 | 1.92% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 191,804 | $5.3M | $5.91M | $615,860.22 | 11.63% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 230,632 | $5.6M | $7.1M | $1.49M | 26.63% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,979 | $214,045.93 | $213,208.45 | -$837.48 | -0.39% |
Jim Clark Worth Asset Management LLC | 12,763 | $394,631.96 | $396,163.53 | $1,531.57 | 0.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 260 | $7,943 | $8,013.2 | $70.2 | 0.88% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 20,491 | $580,222.88 | $628,663.88 | $48,441 | 8.35% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,826 | $115,698 | $116,654.74 | $956.74 | 0.83% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 632,250 | $17.46M | $19.49M | $2.03M | 11.61% |
Justin Boggs Optima Capital LLC | 261,390 | $7.18M | $8.05M | $872,708.32 | 12.16% |