| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,905 | $278,343.57 | $303,396.55 | $25,052.98 | 9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,793 | $174,407.34 | $183,213.43 | $8,806.09 | 5.05% |
| SL Shad Lamm Keystone Wealth Services LLC | 42,642 | $948,358.08 | $1M | $54,155.34 | 5.71% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 290 | $6,490.2 | $6,817.9 | $327.7 | 5.05% |
| MO Michael O'Connor Capasso Planning Partners LLC | 22,820 | $507,516.8 | $536,724.12 | $29,207.32 | 5.75% |
| EM Erin Mccann Simplicity Wealth LLC | 117,633 | $2.57M | $2.77M | $200,813.61 | 7.83% |
Benjamin J. Jones National Wealth Management Group, LLC | 13,451 | $305,386.88 | $314,080.85 | $8,693.97 | 2.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,500 | $56,375 | $58,375 | $2,000 | 3.55% |
Michael Stringer Lane & Associates LLC | 13,055 | $252,799.01 | $306,009.2 | $53,210.19 | 21.05% |
Nathan Edwards IMG Wealth Management, Inc. | 6,410 | $139,289.5 | $150,442.7 | $11,153.2 | 8.01% |
Chris Bulman Inc. Chris Bulman Inc | 21,185 | $465,756.02 | $497,211.95 | $31,455.93 | 6.75% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 77,192 | $1.71M | $1.8M | $89,441.22 | 5.22% |
Winnow Wealth LLC Winnow Wealth LLC | 17,967 | $402,109 | $419,529.45 | $17,420.45 | 4.33% |