| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,272 | $20,289.68 | $20,638.2 | $348.52 | 1.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,076 | $34,368.54 | $33,683.1 | -$685.44 | -1.99% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 18,365 | $305,391.15 | $297,788.47 | -$7,602.68 | -2.49% |
Annmarie Young KPP Advisory Services LLC | 23,460 | $388,726.43 | $379,934.7 | -$8,791.73 | -2.26% |
Ann Keitner Quantum Portfolio Management LLC | 56.99M | $894.21M | $922.99M | $28.78M | 3.22% |
Lee Larson Everstar Asset Management, LLC | 11,620 | $191,975.53 | $188,359.04 | -$3,616.49 | -1.88% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 700 | $11,813 | $11,347 | -$466 | -3.94% |
Lia Bertelson Mallini Complete Financial Planning LLC | 17,540 | $291,697.96 | $284,060.3 | -$7,637.66 | -2.62% |