| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 76 | $2,146.24 | $2,285.69 | $139.45 | 6.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,925 | $246,566.48 | $268,464 | $21,897.52 | 8.88% |
Janice M. Powell Diversify Advisory Services, LLC | 129,033 | $3.82M | $3.88M | $57,018.31 | 1.49% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 129,033 | $3.81M | $3.88M | $72,104.91 | 1.89% |
| DC David Cantor LongView Asset Management LLC | 356,455 | $9.99M | $10.72M | $724,135.76 | 7.25% |
Todd Arthur Gomes Sonoma Allocations LLC | 39,941 | $1.16M | $1.2M | $40,013.37 | 3.45% |