| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 308 | $11,525.36 | $13,212.55 | $1,687.19 | 14.64% |
Keith Dubauskas One Plus One Wealth Management LLC | 32,778 | $1.17M | $1.43M | $267,735.39 | 22.97% |
Joseph Castro Nuveen LLC | 5,241 | $211,527 | $224,827.89 | $13,300.89 | 6.29% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,920 | $312,876.8 | $433,454.4 | $120,577.6 | 38.54% |
David Mailloux WealthCare Investment Partners LLC | 5,890 | $211,334.92 | $259,483.95 | $48,149.03 | 22.78% |
John Shanley Aspect Partners, LLC | 189,539 | $6.83M | $8.29M | $1.46M | 21.33% |
Dina Fliss Global View Capital Management LLC | 10,879 | $381,427.68 | $479,546.32 | $98,118.64 | 25.72% |
Jefferson H. West Legacy Investment Solutions LLC | 9,232 | $341,861.32 | $402,376.72 | $60,515.4 | 17.7% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 11,943 | $451,069.28 | $526,148.86 | $75,079.58 | 16.64% |
| MP Megan Parrish Berkeley Inc. | 142,797 | $4.96M | $6.25M | $1.28M | 25.85% |