| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 28,423 | $2.09M | $2.79M | $702,332.37 | 33.63% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 5,929 | $435,663 | $575,172.29 | $139,509.29 | 32.02% |
Eric C. Jansen Finivi Inc. | 2,312 | $204,565.76 | $224,079.04 | $19,513.28 | 9.54% |