| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 672 | $33,089.28 | $35,870.76 | $2,781.48 | 8.41% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 29,909 | $1.46M | $1.62M | $165,227.12 | 11.34% |
| EW Enzi Wealth Enzi Wealth | 59,420 | $2.57M | $3.18M | $602,093.93 | 23.4% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 75 | $4,481.33 | $4,054.5 | -$426.83 | -9.52% |
Jill Grimes Centurion Wealth Management LLC | 18,999 | $1.01M | $1.01M | $399.36 | 0.04% |
Gregory Turcotte Alpha Financial Partners LLC | 9,704 | $477,780.74 | $524,598.24 | $46,817.5 | 9.8% |
Ian Laterreur Ergawealth Advisors Inc. | 36,690 | $1.41M | $1.98M | $565,773 | 40.14% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 14,144 | $688,036.85 | $759,674.24 | $71,637.39 | 10.41% |
Benj Foor Frazier Financial Advisors, LLC | 123 | $5,075.4 | $6,513.46 | $1,438.06 | 28.33% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 29 | $1,433 | $1,562.66 | $129.66 | 9.05% |
Angela Mari Abich Financial Wealth Management LLC | 25 | $1,294 | $1,326.12 | $32.12 | 2.48% |
Nathan Edwards IMG Wealth Management, Inc. | 834 | $43,568 | $44,164.47 | $596.47 | 1.37% |
| TW Travis Weitz Unified Investment Management | 10,316 | $507,939.24 | $548,675.03 | $40,735.79 | 8.02% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 6,796 | $365,268.86 | $359,644.32 | -$5,624.54 | -1.54% |
| RM Rich Mowrer Brookwood Investment Group LLC | 5,171 | $270,098.07 | $273,701.03 | $3,602.96 | 1.33% |