| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 400 | $8,316 | $13,078 | $4,762 | 57.26% |
| JB Joel Blattner Avaii Wealth Management LLC | 23,357 | $587,551.86 | $762,489.26 | $174,937.4 | 29.77% |
Brian Matter Creative Capital Management Investments LLC | 519 | $16,732.56 | $17,050.19 | $317.63 | 1.9% |
| MSV Michelle S. Vang Socha Financial Group LLC | 51,802 | $1.24M | $1.7M | $466,712.87 | 37.79% |
Alexandra Stickelman Root Financial Partners, LLC | 1,034 | $31,902 | $33,968.97 | $2,066.97 | 6.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,700 | $297,961.42 | $318,664.4 | $20,702.98 | 6.95% |
United Advisor Group LLC United Advisor Group, LLC | 8,431 | $272,461.13 | $276,975.21 | $4,514.08 | 1.66% |
Jefferson H. West Legacy Investment Solutions LLC | 3,178 | $101,096 | $104,403.66 | $3,307.66 | 3.27% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 3,215 | $97,778.27 | $105,619.18 | $7,840.91 | 8.02% |