| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,275 | $72,800 | $71,985.09 | -$814.91 | -1.12% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 129,472 | $3.77M | $4.13M | $356,180.14 | 9.45% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,054 | $301,980 | $320,320.44 | $18,340.44 | 6.07% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 963 | $26,757 | $30,469.32 | $3,712.32 | 13.87% |
Janice M. Powell Diversify Advisory Services, LLC | 53,265 | $1.65M | $1.69M | $40,752.37 | 2.47% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 53,265 | $1.52M | $1.69M | $171,817.46 | 11.3% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1,836 | $52,276.8 | $57,999.24 | $5,722.44 | 10.95% |