| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 41 | $2,424.05 | $3,113.33 | $689.28 | 28.44% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 3,379 | $187,966.45 | $263,257.89 | $75,291.44 | 40.06% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,759 | $158,893.47 | $285,439.66 | $126,546.19 | 79.64% |
Gregory Bosch Strategies Wealth Advisors, LLC | 4,784 | $358,059 | $366,047.76 | $7,988.76 | 2.23% |
Katherine Stoner Empower Advisory Group, LLC | 48,305 | $3.31M | $3.7M | $393,202.85 | 11.89% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 104 | $6,778 | $7,787.52 | $1,009.52 | 14.89% |