| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,222 | $40,377.98 | $55,405.48 | $15,027.5 | 37.22% |
Jeff Ameen Spire Wealth Management | 6,528 | $225,020.16 | $294,282.24 | $69,262.08 | 30.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,712 | $1.07M | $1.53M | $460,654.61 | 43.15% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 22 | $884.48 | $1,009.03 | $124.55 | 14.08% |
VestGen Advisors LLC VestGen Advisors LLC | 5,826 | $229,602.66 | $267,532.25 | $37,929.59 | 16.52% |