| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 260 | $13,174.2 | $13,236.6 | $62.4 | 0.47% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 360,000 | $18.1M | $18.35M | $246,600 | 1.36% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 4,371 | $221,478.57 | $222,921 | $1,442.43 | 0.65% |
MICHAEL DE LUZ Williams & Novak, LLC | 6,760 | $347,104 | $344,523.4 | -$2,580.6 | -0.74% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 481 | $24,885.19 | $24,506.95 | -$378.24 | -1.52% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 20,060 | $1.02M | $1.02M | -$1,875.49 | -0.18% |
Laurel Steward Mattson Financial Services, LLC | 16,225 | $814,512.87 | $826,663.75 | $12,150.88 | 1.49% |
Gregory A. Brown Brown Financial Advisors | 31,961 | $1.61M | $1.63M | $20,175.6 | 1.25% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 23,119 | $1.18M | $1.18M | -$4,657.46 | -0.39% |