| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 15,032 | $170,160 | $164,901.04 | -$5,258.96 | -3.09% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 25,360 | $260,954.4 | $278,452.8 | $17,498.4 | 6.71% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,128 | $147,672.97 | $144,145.44 | -$3,527.53 | -2.39% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 10,000 | $127,600 | $109,800 | -$17,800 | -13.95% |
Penny A. Phillips Journey Strategic Wealth LLC | 20,004 | $193,325.02 | $220,044 | $26,718.98 | 13.82% |
Kathleen Thornhill Confluence Wealth Services Inc. | 61,438 | $639,243.36 | $673,974.86 | $34,731.5 | 5.43% |
Daniel Guy Ethos Financial Group LLC | 12,900 | $129,000 | $141,513 | $12,513 | 9.7% |
Jeffrey Hanson Breakwater Capital Group | 10,419 | $118,255.65 | $114,296.43 | -$3,959.22 | -3.35% |
David Bach River Street Advisors LLC | 11,571 | $121,033 | $127,281 | $6,248 | 5.16% |
Eugene Donato KENNEDY INVESTMENT GROUP | 10,920 | $110,334.49 | $119,552.16 | $9,217.67 | 8.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,150 | $118,413 | $122,315.5 | $3,902.5 | 3.3% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 600 | $6,270.33 | $6,582 | $311.67 | 4.97% |