| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 44,343 | $1.27M | $1.29M | $20,207.54 | 1.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,964 | $122,164.04 | $144,652.45 | $22,488.41 | 18.41% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 372,080 | $9.16M | $10.75M | $1.59M | 17.38% |
Russell Silberstein Carmel Capital Partners LLC | 9,790 | $279,994 | $282,803.73 | $2,809.73 | 1% |
Courtney Holt Compound Planning, Inc. | 22,000 | $603,280 | $635,514 | $32,234 | 5.34% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 145,350 | $3.99M | $4.2M | $212,312.99 | 5.33% |
| FTM F. Thomas Mosley Mosley Wealth Management | 13,159 | $375,807.84 | $380,124.03 | $4,316.19 | 1.15% |
Janice M. Powell Diversify Advisory Services, LLC | 10,850 | $311,883 | $316,371.89 | $4,488.89 | 1.44% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,850 | $306,524.46 | $313,423.95 | $6,899.49 | 2.25% |
Andrew Bowers BridgePort Financial Solutions, LLC | 14,842 | $410,137.27 | $428,740.85 | $18,603.58 | 4.54% |