| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 167 | $4,841.33 | $5,430 | $588.67 | 12.16% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 6,200 | $184,326 | $201,252 | $16,926 | 9.18% |
Jeffrey Hanson Breakwater Capital Group | 7,063 | $204,872.61 | $230,889.47 | $26,016.86 | 12.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 300 | $6,339 | $9,786 | $3,447 | 54.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,701 | $426,190 | $477,120.95 | $50,930.95 | 11.95% |
Carmen McClennon WR Wealth Planners, LLC | 685 | $15,193 | $22,214.55 | $7,021.55 | 46.22% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 11,030 | $270,058.44 | $360,791.3 | $90,732.86 | 33.6% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 130 | $3,769 | $4,248.4 | $479.4 | 12.72% |