| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,365 | $388,774.35 | $401,645.4 | $12,871.05 | 3.31% |
Jeff Ameen Spire Wealth Management | 2,401 | $64,980.66 | $67,083.94 | $2,103.28 | 3.24% |
| PO Patrick O'Connell Security Financial Services Inc. | 10,132 | $274,212.44 | $283,088.08 | $8,875.64 | 3.24% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 12,486 | $334,599.83 | $349,233.42 | $14,633.59 | 4.37% |
Darren Tapley New England Capital Financial Advisors LLC | 408 | $11,042.41 | $11,411.76 | $369.35 | 3.34% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 14,679 | $397,277.81 | $410,131.26 | $12,853.45 | 3.24% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 30,803 | $831,817 | $860,481.8 | $28,664.8 | 3.45% |