| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 400 | $8,316 | $12,768 | $4,452 | 53.54% |
| JB Joel Blattner Avaii Wealth Management LLC | 22,882 | $576,783.61 | $764,105.49 | $187,321.88 | 32.48% |
Brian Matter Creative Capital Management Investments LLC | 519 | $16,732.56 | $16,566.48 | -$166.08 | -0.99% |
Michelle S. Vang Socha Financial Group LLC | 47,241 | $1.12M | $1.51M | $384,545.18 | 34.23% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,900 | $243,282.79 | $258,962 | $15,679.21 | 6.44% |
United Advisor Group LLC United Advisor Group, LLC | 10,777 | $348,559.74 | $353,270.06 | $4,710.32 | 1.35% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 123,241 | $4M | $4.04M | $42,202.98 | 1.06% |
Jefferson H. West Legacy Investment Solutions LLC | 3,178 | $101,096 | $103,920.6 | $2,824.6 | 2.79% |