| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 37 | $508.34 | $675.99 | $167.65 | 32.98% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 37,113 | $623,996.26 | $678,054.51 | $54,058.25 | 8.66% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 21,985 | $320,761 | $401,665.95 | $80,904.95 | 25.22% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 100 | $1,468 | $1,827 | $359 | 24.45% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 20,368 | $299,719.68 | $372,123.36 | $72,403.68 | 24.16% |
| AIA Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 300 | $4,122 | $5,481 | $1,359 | 32.97% |