| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 33,285 | $939,828.14 | $1.01M | $68,540.93 | 7.29% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,635 | $46,401.28 | $50,202.67 | $3,801.39 | 8.19% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,393 | $67,794 | $72,148.95 | $4,354.95 | 6.42% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 71,974 | $1.93M | $2.17M | $238,993.92 | 12.38% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4,385 | $124,464.33 | $134,553.72 | $10,089.39 | 8.11% |