| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 62 | $1,576.25 | $1,562.4 | -$13.85 | -0.88% |
| DH Doug Hutchinson Wrapmanager Inc | 28,510 | $722,672.7 | $725,579.5 | $2,906.8 | 0.4% |
Nancy Williamson Helen Stephens Group LLC | 11,586 | $302,403.57 | $291,503.76 | -$10,899.81 | -3.6% |
Matthew B. Boersen Straight Path Wealth Management | 65,230 | $1.69M | $1.66M | -$27,985.57 | -1.65% |