| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 18,391 | $783,824.42 | $1.06M | $272,738.53 | 34.8% |
Keith Dubauskas One Plus One Wealth Management LLC | 32,410 | $1.85M | $1.86M | $10,927.35 | 0.59% |
Sima Elimelech Activest Wealth Management | 4 | $243.88 | $229.8 | -$14.08 | -5.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,274 | $207,544.09 | $242,976.9 | $35,432.81 | 17.07% |
Dina Fliss Global View Capital Management LLC | 3,304 | $201,450 | $195,867.73 | -$5,582.27 | -2.77% |
Michael Bailey MGB Wealth Management, LLC | 408 | $21,158.65 | $23,260.08 | $2,101.43 | 9.93% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 7,500 | $457,285 | $437,362.5 | -$19,922.5 | -4.36% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 3,907 | $238,215 | $227,836.7 | -$10,378.3 | -4.36% |
| CWM Copia Wealth Management Copia Wealth Management | 620 | $32,421.56 | $35,247 | $2,825.44 | 8.71% |