| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,414 | $91,116.28 | $104,961.22 | $13,844.94 | 15.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,232 | $129,187.65 | $165,089.88 | $35,902.23 | 27.79% |
Michael Byun SageView Advisory Group LLC | 900 | $57,447 | $66,438 | $8,991 | 15.65% |
Kevin Zemann WealthPlan Investment Management LLC | 6,888 | $462,942.48 | $508,472.16 | $45,529.68 | 9.83% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 883 | $43,029 | $64,926.99 | $21,897.99 | 50.89% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 8,077 | $479,950.2 | $593,943 | $113,992.8 | 23.75% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 5,244 | $333,502.71 | $385,618.06 | $52,115.35 | 15.63% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 749 | $50,339 | $56,258.14 | $5,919.14 | 11.76% |
VestGen Advisors LLC VestGen Advisors LLC | 6,437 | $432,630.77 | $472,861.38 | $40,230.61 | 9.3% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 24,403 | $1.24M | $1.79M | $548,004.38 | 44.03% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 5,244 | $352,440 | $385,223.72 | $32,783.72 | 9.3% |
Bonnie Courtney Cambridge Financial Group LLC | 6,242 | $318,511.91 | $452,857.1 | $134,345.19 | 42.18% |