| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,357 | $216,637.08 | $237,074.03 | $20,436.95 | 9.43% |
Courtney Holt Compound Planning, Inc. | 13,155 | $500,839.91 | $585,134.4 | $84,294.49 | 16.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 176 | $6,688 | $7,788.88 | $1,100.88 | 16.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 91,063 | $3.72M | $4.07M | $345,218.56 | 9.27% |
Devang Patel Virtus Wealth Solutions LLC | 209,344 | $7.91M | $9.29M | $1.38M | 17.47% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 253 | $9,665 | $11,276.21 | $1,611.21 | 16.67% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 4,717 | $212,679 | $209,764.99 | -$2,914.01 | -1.37% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,385 | $94,372.19 | $106,096.72 | $11,724.53 | 12.42% |