| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 950 | $81,842.5 | $84,155.75 | $2,313.25 | 2.83% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 48,569 | $4.18M | $4.3M | $118,265.51 | 2.83% |
Katie Smith Delos Wealth Advisors LLC | 42,644 | $3.06M | $3.78M | $722,685.54 | 23.64% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 326 | $28,084.9 | $28,828.18 | $743.28 | 2.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12 | $942.12 | $1,059.42 | $117.3 | 12.45% |
Lori Fernicola Castle Wealth Management LLC | 5,137 | $327,021.42 | $458,836.84 | $131,815.42 | 40.31% |
| FTM F. Thomas Mosley Mosley Wealth Management | 703 | $60,563.45 | $62,995.83 | $2,432.38 | 4.02% |
Craig Small Symphony Financial Services, Inc. | 3,472 | $272,976.72 | $311,542.56 | $38,565.84 | 14.13% |
| CL Chris Lein Partners Wealth Management LLC | 9,043 | $734,950.2 | $811,699.68 | $76,749.48 | 10.44% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 3,250 | $264,127.53 | $290,013.75 | $25,886.22 | 9.8% |