| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 308 | $11,525.36 | $13,383.37 | $1,858.01 | 16.12% |
Keith Dubauskas One Plus One Wealth Management LLC | 32,778 | $1.17M | $1.4M | $231,024.03 | 19.82% |
Joseph Castro Nuveen LLC | 5,241 | $211,527 | $228,455.71 | $16,928.71 | 8% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,920 | $312,876.8 | $422,641.6 | $109,764.8 | 35.08% |
David Mailloux WealthCare Investment Partners LLC | 5,890 | $211,334.92 | $257,585.6 | $46,250.68 | 21.89% |
John Shanley Aspect Partners, LLC | 189,539 | $6.83M | $8.08M | $1.24M | 18.22% |
Dina Fliss Global View Capital Management LLC | 10,879 | $381,427.68 | $463,499.79 | $82,072.11 | 21.52% |
Jefferson H. West Legacy Investment Solutions LLC | 9,232 | $341,861.32 | $393,329.36 | $51,468.04 | 15.06% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 11,943 | $451,069.28 | $517,964.33 | $66,895.05 | 14.83% |
| MP Megan Parrish Berkeley Inc. | 142,797 | $4.96M | $6.08M | $1.12M | 22.57% |