| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 78,761 | $2.2M | $2.58M | $385,107.95 | 17.52% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,591 | $305,090 | $314,009.34 | $8,919.34 | 2.92% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,021 | $335,251.26 | $369,423.92 | $34,172.66 | 10.19% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,312 | $44,884 | $43,033.6 | -$1,850.4 | -4.12% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 500 | $15,210 | $16,400 | $1,190 | 7.82% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 39,822 | $1.05M | $1.31M | $257,555.08 | 24.56% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,901 | $118,691.21 | $130,624.98 | $11,933.77 | 10.05% |