| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,008 | $222,867.61 | $234,703.44 | $11,835.83 | 5.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,029 | $25,442.03 | $26,856.9 | $1,414.87 | 5.56% |
Jason Matthews Kfg Wealth Management LLC | 8,508 | $210,359.9 | $221,633.39 | $11,273.49 | 5.36% |
Jeffrey D. Munjack JDM Financial Group LLC | 242 | $6,075.41 | $6,297.81 | $222.4 | 3.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 31,224 | $772,013.18 | $814,009.68 | $41,996.5 | 5.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,655 | $618,954 | $641,030 | $22,076 | 3.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,242 | $236,669 | $241,123.78 | $4,454.78 | 1.88% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 9,497 | $234,813.44 | $247,539.31 | $12,725.87 | 5.42% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 25,696 | $635,334.92 | $669,766.27 | $34,431.35 | 5.42% |