| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,136 | $226,664 | $258,325.6 | $31,661.6 | 13.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10 | $369.4 | $419.75 | $50.35 | 13.63% |
PAX Financial Group PAX Financial Group LLC | 102,134 | $2.55M | $4.28M | $1.73M | 67.85% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 12,242 | $426,198.58 | $514,531.26 | $88,332.68 | 20.73% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 65,404 | $2.05M | $2.76M | $716,955.59 | 35.05% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 22,703 | $838,649 | $960,223.38 | $121,574.38 | 14.5% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 8,808 | $314,798.36 | $371,873.76 | $57,075.4 | 18.13% |