| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,964 | $122,164.04 | $143,211.4 | $21,047.36 | 17.23% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 372,080 | $9.16M | $10.73M | $1.58M | 17.23% |
Courtney Holt Compound Planning, Inc. | 20,929 | $573,911.23 | $604,638.81 | $30,727.58 | 5.35% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 125,237 | $3.41M | $3.61M | $204,612.63 | 6% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,048 | $28,181 | $30,255.76 | $2,074.76 | 7.36% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,150 | $257,658 | $263,977.5 | $6,319.5 | 2.45% |
Andrew Bowers BridgePort Financial Solutions, LLC | 11,843 | $324,055.75 | $341,670.55 | $17,614.8 | 5.44% |