| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3 | $83.73 | $90.91 | $7.18 | 8.58% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 56,974 | $1.48M | $1.73M | $242,858.3 | 16.36% |
Dave Reichert Echo45 Advisors LLC | 85,098 | $1.93M | $2.57M | $635,696.3 | 32.94% |
Alexandra Stickelman Root Financial Partners, LLC | 9 | $250.2 | $271.66 | $21.46 | 8.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 34,833 | $769,924.33 | $1.05M | $281,858.1 | 36.61% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 10,028 | $284,489 | $302,093.5 | $17,604.5 | 6.19% |
Chris Chatto Encompass More Asset Management | 187,066 | $5.31M | $5.6M | $291,823.37 | 5.5% |
| SK Samira Kadam Synergy Investment Management LLC | 967 | $27,434 | $28,893.96 | $1,459.96 | 5.32% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 7,331 | $207,981 | $219,783.38 | $11,802.38 | 5.67% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 100 | $3,059 | $3,000.5 | -$58.5 | -1.91% |