| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 21,582 | $366,678.35 | $507,824.46 | $141,146.11 | 38.49% |
Allison Brooke Blake WorthPointe LLC | 22,269 | $475,741.12 | $523,989.57 | $48,248.45 | 10.14% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 33,001 | $738,740.49 | $776,513.53 | $37,773.04 | 5.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,181 | $427,837 | $427,798.93 | -$38.07 | -0.01% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 207,459 | $4.6M | $4.88M | $286,384.53 | 6.23% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 41,471 | $836,477.22 | $975,812.63 | $139,335.41 | 16.66% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 1.04M | $22.2M | $24.39M | $2.18M | 9.83% |