| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,238 | $273,094.38 | $370,352.79 | $97,258.41 | 35.61% |
Jeff Ameen Spire Wealth Management | 39 | $1,755.78 | $2,732.33 | $976.55 | 55.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,657 | $207,315.33 | $259,537.29 | $52,221.96 | 25.19% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,100 | $154,163 | $219,185.5 | $65,022.5 | 42.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,920 | $682,942.39 | $929,464.8 | $246,522.41 | 36.1% |
Jill Batley Gateway Wealth Partners LLC | 24,628 | $1.4M | $1.78M | $374,918.04 | 26.69% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,000 | $54,330 | $72,305 | $17,975 | 33.08% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 12 | $755 | $867.24 | $112.24 | 14.87% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 122,605 | $7.18M | $8.86M | $1.68M | 23.33% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 4,365 | $240,117.34 | $315,938.7 | $75,821.36 | 31.58% |