| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,399 | $242,738.99 | $251,344.03 | $8,605.04 | 3.54% |
| MO Michael O'Connor Capasso Planning Partners LLC | 21,615 | $709,123.31 | $734,585.77 | $25,462.46 | 3.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 144 | $4,753 | $4,890.96 | $137.96 | 2.9% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,479 | $264,427.09 | $288,158.81 | $23,731.72 | 8.97% |
Chandler te Velde Maia Wealth LLC | 74,806 | $2.45M | $2.54M | $88,120.91 | 3.59% |
| DN Daniel Newman Noble Wealth Management PBC | 2,900 | $94,036.76 | $98,498.5 | $4,461.74 | 4.74% |