| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 64,325 | $2.25M | $2.45M | $195,491.34 | 8.68% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,209 | $211,796.22 | $234,979.6 | $23,183.38 | 10.95% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,783 | $213,398.48 | $219,638.34 | $6,239.86 | 2.92% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 482 | $14,857.75 | $18,325.64 | $3,467.89 | 23.34% |
| PIL PFG Investments LLC PFG Investments LLC | 36,288 | $1.34M | $1.38M | $40,715.6 | 3.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 70,653 | $2.4M | $2.69M | $290,020.43 | 12.08% |
Amir Har-El Savvy Advisors, Inc. | 9,288 | $343,219 | $353,361.96 | $10,142.96 | 2.96% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 24,351 | $838,975.56 | $925,459.75 | $86,484.19 | 10.31% |