| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,049 | $73,108.32 | $74,409.43 | $1,301.11 | 1.78% |
Alexandria Fry Dentgroup LLC | 11,461 | $375,221.45 | $415,862.38 | $40,640.93 | 10.83% |
Lukas Lindgren Abound Wealth Management | 3 | $107.04 | $109.09 | $2.05 | 1.92% |
| TT Thaddeus Toal RCS Financial Planning LLC | 25,664 | $915,692 | $932,501.44 | $16,809.44 | 1.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,318 | $229,608.14 | $303,607 | $73,998.86 | 32.23% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 590 | $21,053 | $21,440.6 | $387.6 | 1.84% |
Margaret Nickens Elm3 Financial Group, LLC | 38,201 | $1.15M | $1.39M | $239,447.89 | 20.78% |
| AWM Apex Wealth Management LLC Apex Wealth Management LLC | 94,354 | $3.09M | $3.45M | $359,765.6 | 11.66% |