| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,357 | $216,637.08 | $252,730.94 | $36,093.86 | 16.66% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 432 | $14,741 | $20,280.67 | $5,539.67 | 37.58% |
Courtney Holt Compound Planning, Inc. | 18,437 | $698,316.29 | $865,543.4 | $167,227.11 | 23.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 282 | $10,716 | $13,238.74 | $2,522.74 | 23.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 85,195 | $3.46M | $4M | $541,466.32 | 15.66% |
Devang Patel Virtus Wealth Solutions LLC | 209,344 | $7.91M | $9.83M | $1.92M | 24.29% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 253 | $9,665 | $11,986.71 | $2,321.71 | 24.02% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 4,717 | $212,679 | $223,483.44 | $10,804.44 | 5.08% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,385 | $94,372.19 | $111,966.21 | $17,594.02 | 18.64% |