| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWM Copia Wealth Management Copia Wealth Management | 577 | $81,006.79 | $97,034.09 | $16,027.3 | 19.79% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 1,748 | $231,382.42 | $293,541.64 | $62,159.22 | 26.86% |
David R. Hess Wealth Management Associates Inc. | 9,020 | $1.64M | $1.52M | -$116,899.6 | -7.13% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 4 | $512 | $675.48 | $163.48 | 31.93% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 350 | $44,030 | $59,104.5 | $15,074.5 | 34.24% |
| CTC Caldwell Trust Co Caldwell Trust Co | 82 | $9,797 | $13,839.96 | $4,042.96 | 41.27% |
| AIG Abbington Investment Group Abbington Investment Group | 25,993 | $3.31M | $4.38M | $1.07M | 32.36% |