| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 44,343 | $1.27M | $1.31M | $32,282.14 | 2.54% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,964 | $122,164.04 | $146,096.97 | $23,932.93 | 19.59% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 372,080 | $9.16M | $10.96M | $1.8M | 19.69% |
Russell Silberstein Carmel Capital Partners LLC | 9,790 | $279,994 | $288,679.69 | $8,685.69 | 3.1% |
Courtney Holt Compound Planning, Inc. | 20,929 | $573,911.23 | $615,976.05 | $42,064.82 | 7.33% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 145,350 | $3.99M | $4.28M | $292,691.54 | 7.34% |
| FTM F. Thomas Mosley Mosley Wealth Management | 13,159 | $375,807.84 | $386,743.01 | $10,935.17 | 2.91% |
Janice M. Powell Diversify Advisory Services, LLC | 10,850 | $311,883 | $319,333.94 | $7,450.94 | 2.39% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,850 | $306,524.46 | $319,333.94 | $12,809.48 | 4.18% |
Andrew Bowers BridgePort Financial Solutions, LLC | 14,842 | $410,137.27 | $436,651.64 | $26,514.37 | 6.46% |