| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 985 | $16,538.15 | $18,222.5 | $1,684.35 | 10.18% |
Loni Adams Daymark Wealth Partners LLC | 28,299 | $487,309 | $515,466.28 | $28,157.28 | 5.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,625 | $667,531.48 | $738,765.62 | $71,234.14 | 10.67% |
United Advisor Group LLC United Advisor Group, LLC | 48,126 | $855,543.24 | $882,149.58 | $26,606.34 | 3.11% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 21,367 | $351,638.54 | $393,152.8 | $41,514.26 | 11.81% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 4,775 | $83,066.5 | $87,525.75 | $4,459.25 | 5.37% |