| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 89,823 | $2.16M | $2.09M | -$67,823.22 | -3.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 102,512 | $2.32M | $2.39M | $65,044.42 | 2.8% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 88,372 | $1.97M | $2.06M | $88,613.03 | 4.5% |
Scott Boyce Decker Retirement Planning Inc. | 759 | $17,019 | $17,688.49 | $669.49 | 3.93% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 53,981 | $1.21M | $1.29M | $84,699.34 | 7% |
Jefferson H. West Legacy Investment Solutions LLC | 16 | $359 | $383.6 | $24.6 | 6.85% |