| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 7,792 | $285,213.79 | $311,446.24 | $26,232.45 | 9.2% |
| SK Samira Kadam Synergy Investment Management LLC | 260 | $9,061 | $10,402.6 | $1,341.6 | 14.81% |
| FG Fabian Guerra Guerra Advisors Inc. | 1,058 | $36,332 | $42,362.32 | $6,030.32 | 16.6% |
| CWM Copia Wealth Management Copia Wealth Management | 160 | $5,934 | $6,423.2 | $489.2 | 8.24% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,542 | $53,280 | $102,035.88 | $48,755.88 | 91.51% |