| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,451 | $91,544.85 | $92,280.15 | $735.3 | 0.8% |
Bree Pate Olisti Co. Wealth LLC | 325 | $10,737 | $12,125.36 | $1,388.36 | 12.93% |
Sheila J. Lindsay Bensler LLC | 18,540 | $530,953.31 | $700,997.4 | $170,044.09 | 32.03% |
David Vollmer PFS Partners, LLC | 274 | $10,233 | $10,222.61 | -$10.39 | -0.1% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 200 | $7,541 | $7,450 | -$91 | -1.21% |