| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 225 | $7,450 | $8,253 | $803 | 10.78% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 749 | $18,653.54 | $27,121.29 | $8,467.75 | 45.39% |
Jill Batley Gateway Wealth Partners LLC | 6,400 | $211,900 | $237,632 | $25,732 | 12.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 97 | $3,054.46 | $3,511.94 | $457.48 | 14.98% |
United Advisor Group LLC United Advisor Group, LLC | 23,205 | $727,405.59 | $840,150.95 | $112,745.36 | 15.5% |
Joshua Stipcich Tidemark, LLC | 226,212 | $6.67M | $8.19M | $1.52M | 22.77% |
| FTM F. Thomas Mosley Mosley Wealth Management | 27 | $893.97 | $1,003.32 | $109.35 | 12.23% |
| TW Travis Weitz Unified Investment Management | 5,953 | $229,969 | $215,609.33 | -$14,359.67 | -6.24% |