| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,040 | $27,142.47 | $37,702.91 | $10,560.44 | 38.91% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 7,455 | $176,981.68 | $265,472.55 | $88,490.87 | 50% |
Menachem Striks Morton Capital Management LLC/CA | 16,314 | $407,515.34 | $580,941.54 | $173,426.2 | 42.56% |
Janice M. Powell Diversify Advisory Services, LLC | 11,177 | $293,246.6 | $398,012.97 | $104,766.37 | 35.73% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 6,676 | $206,204 | $237,732.36 | $31,528.36 | 15.29% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 13,376 | $413,184.64 | $476,319.36 | $63,134.72 | 15.28% |
Crux Wealth Advisors Crux Wealth Advisors | 7,801 | $203,311.24 | $272,722.96 | $69,411.72 | 34.14% |