| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 936 | $32,251.65 | $36,475.92 | $4,224.27 | 13.1% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $131,568.5 | $194,850 | $63,281.5 | 48.1% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 11,929 | $408,959.29 | $464,873.13 | $55,913.84 | 13.67% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 204 | $7,877.05 | $7,933.56 | $56.51 | 0.72% |
Nichole Raftopoulos Nvest Financial LLC | 42,190 | $1.4M | $1.64M | $242,640.45 | 17.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,292 | $837,089.24 | $983,605.88 | $146,516.64 | 17.5% |
Brian Szymczak FSR Wealth Management Ltd. | 128,454 | $5.01M | $5.03M | $15,825.39 | 0.32% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 75,504 | $2.94M | $2.94M | -$2,077.12 | -0.07% |
Scott Boyce Decker Retirement Planning Inc. | 4,036 | $157,394 | $148,585.34 | -$8,808.66 | -5.6% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 32,732 | $1.28M | $1.28M | $4,491 | 0.35% |