| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,375 | $60,901.75 | $86,355 | $25,453.25 | 41.79% |
Jessica Thayer Unique Wealth LLC | 12,376 | $362,864.2 | $446,897.36 | $84,033.16 | 23.16% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 37,266 | $913,424.21 | $1.35M | $436,350.31 | 47.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,917 | $287,824.11 | $358,102.87 | $70,278.76 | 24.42% |
One Degree Advisors Inc. One Degree Advisors Inc | 38,853 | $1.13M | $1.4M | $271,173.46 | 23.96% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 15,541 | $488,764.93 | $559,864.52 | $71,099.59 | 14.55% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,287 | $41,853 | $46,261.21 | $4,408.21 | 10.53% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 9,054 | $294,436 | $325,446.03 | $31,010.03 | 10.53% |