| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,670 | $245,504 | $244,588.9 | -$915.1 | -0.37% |
Walter J. West Milestone Asset Management LLC | 69,615 | $2.56M | $2.57M | $5,101.81 | 0.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 89,958 | $2.77M | $3.33M | $555,512.92 | 20.05% |
Scott L. Comeau BCU Wealth Advisors, LLC | 32,071 | $1.18M | $1.18M | $4,438.93 | 0.38% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 395,591 | $10.87M | $14.54M | $3.66M | 33.7% |
Archer Investment Management LLC Archer Investment Management LLC | 159,927 | $5.89M | $5.92M | $29,234.74 | 0.5% |