| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 3,425 | $343,205.21 | $371,681 | $28,475.79 | 8.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49 | $5,854.52 | $5,317.48 | -$537.04 | -9.17% |
Jeff Ameen Spire Wealth Management | 167 | $19,953.16 | $18,122.84 | -$1,830.32 | -9.17% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,487 | $775,066.76 | $714,672.79 | -$60,393.97 | -7.79% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 3,802 | $323,512.18 | $418,866.34 | $95,354.16 | 29.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,611 | $311,915 | $287,653.87 | -$24,261.13 | -7.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 150 | $17,922 | $16,525.5 | -$1,396.5 | -7.79% |