| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 113 | $3,191.12 | $3,357.23 | $166.11 | 5.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,925 | $246,566.48 | $265,518.75 | $18,952.27 | 7.69% |
Kevin Kroskey True Wealth Design LLC | 54 | $1,584 | $1,601.64 | $17.64 | 1.11% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 127,859 | $3.77M | $3.8M | $24,278.3 | 0.64% |
| DC David Cantor LongView Asset Management LLC | 356,455 | $9.99M | $10.58M | $592,247.41 | 5.93% |
Todd Arthur Gomes Sonoma Allocations LLC | 39,941 | $1.16M | $1.19M | $24,436.38 | 2.1% |