| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 772 | $23,666.16 | $31,096.16 | $7,430 | 31.4% |
Kyle P. Smith NewEdge Wealth LLC | 194,607 | $6.66M | $7.83M | $1.17M | 17.52% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 12,899 | $410,927.18 | $519,571.72 | $108,644.54 | 26.44% |
| CWL Channel Wealth LLC Channel Wealth LLC | 104,445 | $3.62M | $4.21M | $586,863.85 | 16.21% |