| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 142 | $9,792.32 | $10,041.53 | $249.21 | 2.54% |
Andrew Burkey Joseph Group Capital Management | 207,600 | $9.62M | $14.76M | $5.14M | 53.46% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 5,300 | $253,877.04 | $376,618 | $122,740.96 | 48.35% |
Loni Adams Daymark Wealth Partners LLC | 5,828 | $400,339 | $414,312.52 | $13,973.52 | 3.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,420 | $215,200.62 | $240,255 | $25,054.38 | 11.64% |
Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 95,907 | $5.56M | $6.82M | $1.25M | 22.52% |