| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 43,537 | $5.53M | $6.13M | $599,978.79 | 10.85% |
David W. Young III Clarion Wealth Managment Partners LLC | 3,073 | $403,946 | $431,049.71 | $27,103.71 | 6.71% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,958 | $391,688.28 | $417,078 | $25,389.72 | 6.48% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3 | $378 | $422.41 | $44.41 | 11.75% |
Rexford Capital Inc. Rexford Capital Inc. | 2,500 | $328,625 | $353,250 | $24,625 | 7.49% |
United Financial Planning Group LLC United Financial Planning Group LLC | 31 | $3,946 | $4,359.22 | $413.22 | 10.47% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 18 | $2,494.97 | $2,545.02 | $50.05 | 2.01% |