| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 20,613 | $1.42M | $1.56M | $141,611.31 | 9.97% |
Michael Byun SageView Advisory Group LLC | 634 | $42,944 | $48,443.94 | $5,499.94 | 12.81% |
Bryan Kupchik Capstone Wealth Management Group LLC | 159,658 | $10.51M | $12.2M | $1.68M | 16.02% |
Alexandra Stickelman Root Financial Partners, LLC | 283 | $19,499 | $21,636.76 | $2,137.76 | 10.96% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 562 | $38,705 | $42,964.9 | $4,259.9 | 11.01% |