| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JA Jeff Ameen Spire Wealth Management | 1,257 | $49,355.98 | $56,715.84 | $7,359.86 | 14.91% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $132,950 | $225,600 | $92,650 | 69.69% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,852 | $227,253.6 | $187,059.6 | -$40,194 | -17.69% |
| NR Nichole Raftopoulos Nvest Financial LLC | 42,606 | $1.64M | $1.16M | -$474,765.18 | -28.99% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 21,643 | $679,674.67 | $590,853.9 | -$88,820.77 | -13.07% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 6,589 | $268,219 | $179,879.7 | -$88,339.3 | -32.94% |