| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,461 | $317,460.79 | $406,566.76 | $89,105.97 | 28.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 54 | $1,721.14 | $2,100.77 | $379.63 | 22.06% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 9,309 | $351,474.71 | $361,794.28 | $10,319.57 | 2.94% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,252 | $226,147.34 | $241,921.14 | $15,773.8 | 6.98% |
William Frye RPOA Advisors Inc. | 10.38M | $375.17M | $399.2M | $24.03M | 6.41% |
Moises Valladares Insigneo Advisory Services LLC | 14,862 | $539,668.94 | $571,035.19 | $31,366.25 | 5.81% |
NICOLE MARTIN Arlington Trust Co LLC | 3,780 | $156,106.44 | $146,248.2 | -$9,858.24 | -6.32% |
Janice M. Powell Diversify Advisory Services, LLC | 426,987 | $17.63M | $16.52M | -$1.11M | -6.3% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 426,987 | $16.88M | $16.52M | -$354,116.96 | -2.1% |
Kings Path Partners LLC Kings Path Partners LLC | 588 | $21,269.14 | $22,749.72 | $1,480.58 | 6.96% |
Crux Wealth Advisors Crux Wealth Advisors | 15,531 | $509,096.71 | $606,330.24 | $97,233.53 | 19.1% |