| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,280 | $292,553 | $378,305.2 | $85,752.2 | 29.31% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 5,880 | $244,975 | $305,554.2 | $60,579.2 | 24.73% |
Andrew J. Whalen Whalen Wealth Management Inc. | 8,977 | $373,892 | $466,489.8 | $92,597.8 | 24.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 115 | $4,551 | $5,344.05 | $793.05 | 17.43% |
Janice M. Powell Diversify Advisory Services, LLC | 8,547 | $355,982.55 | $400,597.89 | $44,615.34 | 12.53% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,547 | $355,982.55 | $397,179.09 | $41,196.54 | 11.57% |
Matthew Okkerse Dauntless Investment Group LLC | 507 | $21,117 | $25,768.27 | $4,651.27 | 22.03% |