| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,791 | $342,198.49 | $362,299.85 | $20,101.36 | 5.87% |
Allison Brooke Blake WorthPointe LLC | 20,641 | $1.04M | $1.1M | $61,609.1 | 5.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,055 | $407,610 | $426,512.25 | $18,902.25 | 4.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 56,807 | $2.86M | $3.02M | $152,409.53 | 5.32% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 42 | $2,117 | $2,236.29 | $119.29 | 5.63% |
David Millar Gen-Wealth Partners Inc | 79 | $3,981 | $4,206.35 | $225.35 | 5.66% |
| BWL Balance Wealth LLC Balance Wealth LLC | 7,847 | $395,449 | $413,536.9 | $18,087.9 | 4.57% |
Winnow Wealth LLC Winnow Wealth LLC | 34,374 | $1.75M | $1.82M | $67,915.28 | 3.89% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 4,030 | $213,788 | $212,904.9 | -$883.1 | -0.41% |