| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,638 | $370,947.34 | $359,208.26 | -$11,739.08 | -3.16% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,223 | $86,731.27 | $120,121.21 | $33,389.94 | 38.5% |
Daren Blonski Fermata Advisors LLC | 10,543 | $235,846.91 | $386,582.29 | $150,735.38 | 63.91% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 26 | $807.72 | $947.18 | $139.46 | 17.27% |
| CB Catherine Bluvol Next Level Private LLC | 18,365 | $376,272.67 | $680,974.2 | $304,701.53 | 80.98% |
Kevin Zemann WealthPlan Investment Management LLC | 56,715 | $1.57M | $2.11M | $537,542.63 | 34.16% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 8,000 | $224,844.44 | $294,720 | $69,875.56 | 31.08% |
Erik Bonnett Tripletail Wealth Management LLC | 300 | $11,378 | $11,000.16 | -$377.84 | -3.32% |