| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 457 | $19,724.12 | $20,756.94 | $1,032.82 | 5.24% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,649 | $68,928 | $74,922.31 | $5,994.31 | 8.7% |
Michael Byun SageView Advisory Group LLC | 591 | $26,304 | $26,875.72 | $571.72 | 2.17% |
Daniel Guy Ethos Financial Group LLC | 8,078 | $337,232.95 | $367,266.27 | $30,033.32 | 8.91% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 32,385 | $1.37M | $1.47M | $96,703.63 | 7.03% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 7,541 | $337,789.71 | $342,738.45 | $4,948.74 | 1.47% |
Nathan Edwards IMG Wealth Management, Inc. | 173 | $7,101.39 | $7,861.98 | $760.59 | 10.71% |