| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| UAG United Advisor Group LLC United Advisor Group, LLC | 8,479 | $269,208 | $301,174.08 | $32,008.48 | 11.89% |
Angela Pompian Sunpointe, LLC | 8,458 | $268,542 | $300,428.16 | $31,928.45 | 11.89% |
| BIA Baer Investment Advisory LLC Baer Investment Advisory LLC | 21,342 | $677,609 | $758,067.84 | $80,565.55 | 11.89% |
Tim Thomas Members Wealth LLC | 64,068 | $2.16M | $2.28M | $118,088.74 | 5.47% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 76 | $2,427 | $2,699.52 | $272.9 | 11.24% |
| PCL Payne Capital LLC Payne Capital LLC | 73,561 | $2.09M | $2.61M | $527,494.29 | 25.29% |