| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 885 | $9,301.35 | $9,204 | -$97.35 | -1.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 900 | $8,517 | $9,283.5 | $766.5 | 9% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 470 | $3,463.9 | $4,831.6 | $1,367.7 | 39.48% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 15,725 | $117,335.6 | $161,888.87 | $44,553.27 | 37.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,183 | $38,416.49 | $43,084.9 | $4,668.41 | 12.15% |
Ashley Meredith Abel Hall, LLC | 20,000 | $160,000 | $206,190 | $46,190 | 28.87% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 13,000 | $113,360 | $134,290 | $20,930 | 18.46% |
Michael Bailey MGB Wealth Management, LLC | 10,000 | $89,433.33 | $103,095 | $13,661.67 | 15.28% |
VestGen Advisors LLC VestGen Advisors LLC | 154,235 | $1.36M | $1.6M | $236,380.98 | 17.38% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 38,275 | $337,313 | $396,911.75 | $59,598.75 | 17.67% |
| DN Daniel Newman Noble Wealth Management PBC | 64,921 | $682,320.17 | $673,230.77 | -$9,089.4 | -1.33% |