| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 11,983 | $392,163.81 | $409,459.11 | $17,295.3 | 4.41% |
James J. Karabas Embree Financial Group | 70,856 | $2.42M | $2.42M | $5,982.25 | 0.25% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 37,097 | $1.3M | $1.27M | -$34,324.94 | -2.64% |
Tim Thomas Members Wealth LLC | 62,418 | $1.96M | $2.12M | $161,228.77 | 8.22% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,086 | $37,852.33 | $37,081.47 | -$770.86 | -2.04% |
Payne Capital LLC Payne Capital LLC | 73,588 | $2.09M | $2.51M | $423,968.26 | 20.32% |