| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 425 | $12,682 | $12,694.75 | $12.75 | 0.1% |
| PIL PFG Investments LLC PFG Investments LLC | 11,998 | $348,018.23 | $356,940.5 | $8,922.27 | 2.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 2 | $60 | $59.74 | -$0.26 | -0.43% |
Joseph C. Gissy Tactive Advisors, LLC | 29,397 | $795,236.88 | $865,447.68 | $70,210.8 | 8.83% |
Jon Deven Mouton CAP Partners, LLC | 37,553 | $1.09M | $1.11M | $16,602.07 | 1.52% |
Heather Scully NWF Advisory Services Inc. | 12,000 | $358,080 | $352,020 | -$6,060 | -1.69% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 94,839 | $2.55M | $2.77M | $227,000.65 | 8.91% |
Candy Palugi Claris Financial LLC | 25,259 | $733,521.36 | $749,560.82 | $16,039.46 | 2.19% |
| AS Aryn Sands GK Wealth Management LLC | 277 | $8,282 | $8,395.87 | $113.87 | 1.37% |