| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,135 | $271,065.05 | $314,717.71 | $43,652.66 | 16.1% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 150 | $5,645 | $6,523.5 | $878.5 | 15.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,086 | $78,154.24 | $92,011.37 | $13,857.13 | 17.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,942 | $401,145 | $388,619.32 | -$12,525.68 | -3.12% |
Kings Path Partners LLC Kings Path Partners LLC | 113 | $5,070 | $4,948.27 | -$121.73 | -2.4% |
Carmen McClennon WR Wealth Planners, LLC | 200 | $6,272 | $8,750 | $2,478 | 39.51% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,036 | $39,002 | $45,578.82 | $6,576.82 | 16.86% |