| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,445 | $381,955.8 | $440,798.15 | $58,842.35 | 15.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 432 | $14,741 | $20,157.12 | $5,416.12 | 36.74% |
Courtney Holt Compound Planning, Inc. | 13,004 | $494,031.44 | $615,220.54 | $121,189.1 | 24.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 282 | $10,716 | $13,344.97 | $2,628.97 | 24.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 85,195 | $3.46M | $4.03M | $569,921.45 | 16.48% |
Devang Patel Virtus Wealth Solutions LLC | 217,765 | $8.22M | $10.31M | $2.08M | 25.3% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 253 | $9,665 | $12,020.03 | $2,355.03 | 24.37% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,385 | $94,372.19 | $112,953.6 | $18,581.41 | 19.69% |