| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,506 | $69,516.44 | $81,632.95 | $12,116.51 | 17.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,552 | $43,052.48 | $50,719.36 | $7,666.88 | 17.81% |
Allison Brooke Blake WorthPointe LLC | 17,676 | $513,311.04 | $578,889 | $65,577.96 | 12.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,769 | $168,109 | $188,059.02 | $19,950.02 | 11.87% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 21,089 | $544,698.71 | $689,821.19 | $145,122.48 | 26.64% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 46 | $1,336 | $1,502.82 | $166.82 | 12.49% |
| RN Ron New Whipplewood Advisors LLC | 838 | $24,333 | $27,423.55 | $3,090.55 | 12.7% |
Winnow Wealth LLC Winnow Wealth LLC | 116,966 | $3.3M | $3.81M | $508,689.52 | 15.4% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 7,110 | $233,077 | $231,679.35 | -$1,397.65 | -0.6% |