| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 94,566 | $2.52M | $2.52M | $1,084.87 | 0.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 596 | $15,674.8 | $15,874.52 | $199.72 | 1.27% |
Shad Lamm Keystone Wealth Services LLC | 11,870 | $312,181 | $316,158.64 | $3,977.64 | 1.27% |
Loni Adams Daymark Wealth Partners LLC | 122,965 | $3.05M | $3.28M | $222,456.53 | 7.29% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 16,622 | $442,539 | $447,382.79 | $4,843.79 | 1.09% |
Winnow Wealth LLC Winnow Wealth LLC | 47,814 | $1.18M | $1.29M | $108,317.5 | 9.18% |