| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 61,880 | $2.16M | $2.3M | $144,570.13 | 6.69% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,342 | $216,333 | $235,827.27 | $19,494.27 | 9.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 466 | $14,251.83 | $17,363.16 | $3,111.33 | 21.83% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 58,993 | $1.97M | $2.2M | $225,380.74 | 11.44% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 24,372 | $839,619.46 | $902,495.16 | $62,875.7 | 7.49% |