| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 689 | $18,299.84 | $18,182.71 | -$117.13 | -0.64% |
Shad Lamm Keystone Wealth Services LLC | 19,933 | $529,420.48 | $526,031.87 | -$3,388.61 | -0.64% |
Loni Adams Daymark Wealth Partners LLC | 32,958 | $830,358.78 | $871,409.52 | $41,050.74 | 4.94% |
Winnow Wealth LLC Winnow Wealth LLC | 40,298 | $984,836.66 | $1.08M | $90,716.96 | 9.21% |