| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,451 | $1.12M | $1.07M | -$48,697.02 | -4.35% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,644 | $108,835.48 | $121,688.88 | $12,853.4 | 11.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,329 | $136,588.75 | $172,392.57 | $35,803.82 | 26.21% |
Edward Lowndes Angeles Wealth Management LLC | 590 | $45,453.6 | $42,987.4 | -$2,466.2 | -5.43% |
Kevin Zemann WealthPlan Investment Management LLC | 6,387 | $429,270.27 | $472,765.72 | $43,495.45 | 10.13% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 814 | $39,666.6 | $60,024.36 | $20,357.76 | 51.32% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 6,958 | $414,343.57 | $508,072.46 | $93,728.89 | 22.62% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,963 | $466,536.72 | $507,324.18 | $40,787.46 | 8.74% |
Marquette Associates Inc. Marquette Associates Inc. | 183 | $14,162 | $13,263.84 | -$898.16 | -6.34% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 213 | $14,315.36 | $15,674.67 | $1,359.31 | 9.5% |
VestGen Advisors LLC VestGen Advisors LLC | 5,998 | $403,125.58 | $441,272.86 | $38,147.28 | 9.46% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 24,403 | $1.24M | $1.79M | $545,944.77 | 43.86% |
Bonnie Courtney Cambridge Financial Group LLC | 5,222 | $266,464.14 | $385,074.98 | $118,610.84 | 44.51% |