| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,506 | $319,185.88 | $422,914.76 | $103,728.88 | 32.5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18 | $1,721.16 | $2,171.27 | $450.11 | 26.15% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,084 | $226,147 | $251,384.58 | $25,237.58 | 11.16% |
| WF William Frye RPOA Advisors Inc. | 1.79M | $167.68M | $215.33M | $47.65M | 28.42% |
| MV Moises Valladares Insigneo Advisory Services LLC | 4,958 | $540,099.59 | $598,063.71 | $57,964.12 | 10.73% |
NICOLE MARTIN Arlington Trust Co LLC | 1,260 | $156,108 | $151,988.76 | -$4,119.24 | -2.64% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 50,462 | $5.49M | $6.09M | $592,368.87 | 10.78% |
Kings Path Partners LLC Kings Path Partners LLC | 196 | $21,269 | $23,642.7 | $2,373.7 | 11.16% |
Crux Wealth Advisors Crux Wealth Advisors | 5,328 | $523,539.05 | $642,695.33 | $119,156.28 | 22.76% |