| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marquette Associates Inc. Marquette Associates Inc. | 23,041 | $940,258.96 | $1.22M | $284,370.19 | 30.24% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 7,963 | $430,967 | $428,727.92 | -$2,239.08 | -0.52% |
Howard Teutsch Arcadia Investment Advisors LLC | 3,934 | $167,196.3 | $209,328.14 | $42,131.84 | 25.2% |
| RN Ron New Whipplewood Advisors LLC | 19,623 | $933,773.34 | $1.05M | $112,344.49 | 12.03% |
Maseco LLP Maseco LLP | 12,275 | $610,804 | $659,781.25 | $48,977.25 | 8.02% |
David W. Young III Clarion Wealth Managment Partners LLC | 5,870 | $278,193.24 | $312,753.6 | $34,560.36 | 12.42% |
William Mack & Associates Inc. William Mack & Associates Inc. | 7,412 | $375,387.6 | $394,392.52 | $19,004.92 | 5.06% |