| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Goldstone Financial Group LLC Goldstone Financial Group LLC | 51,486 | $945,255.67 | $991,877.79 | $46,622.12 | 4.93% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 150 | $3,047 | $2,893.5 | -$153.5 | -5.04% |
Heather Scully NWF Advisory Services Inc. | 19,305 | $364,589.25 | $370,945.57 | $6,356.32 | 1.74% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 4,768 | $91,435.57 | $91,545.6 | $110.03 | 0.12% |
Adam Scott Argyle Capital Partners LLC | 32,244 | $625,561.15 | $621,825.54 | -$3,735.61 | -0.6% |