| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,275 | $72,800 | $73,214.28 | $414.28 | 0.57% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 47,581 | $1.2M | $1.48M | $278,483.61 | 23.15% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,206 | $262,592 | $255,534.84 | -$7,057.16 | -2.69% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,054 | $301,980 | $313,081.56 | $11,101.56 | 3.68% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 963 | $26,757 | $29,987.82 | $3,230.82 | 12.07% |
Janice M. Powell Diversify Advisory Services, LLC | 53,265 | $1.65M | $1.72M | $65,770.95 | 3.98% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 53,265 | $1.52M | $1.66M | $137,994.19 | 9.07% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,836 | $52,276.8 | $59,201.27 | $6,924.47 | 13.25% |