| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 972 | $150,228.7 | $175,105.8 | $24,877.1 | 16.56% |
Andrew Endelman Independent Wealth Network Inc. | 5,399 | $834,847.37 | $972,629.85 | $137,782.48 | 16.5% |
David Novak Novak & Powell Financial Services, Inc. | 1,467 | $219,231 | $265,959.76 | $46,728.76 | 21.31% |
Anne Wright Lummis Asset Management, LP | 17 | $2,551 | $3,082.01 | $531.01 | 20.82% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,002 | $1.55M | $1.81M | $266,298.51 | 17.22% |
| CWM Copia Wealth Management Copia Wealth Management | 210 | $31,742.37 | $38,043.6 | $6,301.23 | 19.85% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 108 | $14,428.9 | $19,417.32 | $4,988.42 | 34.57% |