| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 15,032 | $170,160 | $167,907.44 | -$2,252.56 | -1.32% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,128 | $147,672.97 | $147,952.56 | $279.59 | 0.19% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 10,000 | $127,600 | $111,750 | -$15,850 | -12.42% |
Penny A. Phillips Journey Strategic Wealth LLC | 20,004 | $193,325.02 | $216,443.28 | $23,118.26 | 11.96% |
Kathleen Thornhill Confluence Wealth Services Inc. | 61,438 | $639,243.36 | $664,759.16 | $25,515.8 | 3.99% |
Daniel Guy Ethos Financial Group LLC | 12,900 | $129,000 | $144,093 | $15,093 | 11.7% |
David Bach River Street Advisors LLC | 11,571 | $121,033 | $129,305.92 | $8,272.92 | 6.84% |
Eugene Donato KENNEDY INVESTMENT GROUP | 10,920 | $110,334.49 | $118,154.4 | $7,819.91 | 7.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,150 | $118,413 | $120,643 | $2,230 | 1.88% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 600 | $6,270.33 | $6,492 | $221.67 | 3.54% |