| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,386 | $184,327.42 | $235,360.86 | $51,033.44 | 27.69% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 49,803 | $2.38M | $3.46M | $1.08M | 45.27% |
Brandon Collier Collier Financial | 1,117 | $55,340 | $77,653.84 | $22,313.84 | 40.32% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 84,834 | $4.54M | $5.9M | $1.36M | 29.95% |
Matthew Heller Willner & Heller LLC | 11,339 | $623,608.88 | $788,287.28 | $164,678.4 | 26.41% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,445 | $243,224.07 | $314,194.82 | $70,970.75 | 29.18% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,904 | $211,105 | $201,886.08 | -$9,218.92 | -4.37% |
| RFL Rossby Financial LLC Rossby Financial LLC | 222 | $10,158 | $15,433.44 | $5,275.44 | 51.93% |