| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 985 | $16,538.15 | $18,380 | $1,841.85 | 11.14% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 39,761 | $680,477.52 | $732,675.95 | $52,198.43 | 7.67% |
Loni Adams Daymark Wealth Partners LLC | 28,299 | $487,309 | $521,465.67 | $34,156.67 | 7.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 65,105 | $1.05M | $1.2M | $146,461.93 | 13.91% |
United Advisor Group LLC United Advisor Group, LLC | 48,126 | $855,543.24 | $886,817.8 | $31,274.56 | 3.66% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 21,367 | $351,638.54 | $399,753.07 | $48,114.53 | 13.68% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 4,775 | $83,066.5 | $90,466.67 | $7,400.17 | 8.91% |