| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 1,311 | $36,595.39 | $46,501.17 | $9,905.78 | 27.07% |
| EPS Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 25,096 | $659,769.61 | $890,155.12 | $230,385.51 | 34.92% |
| SCL Syon Capital LLC SYON CAPITAL LLC | 20,185 | $623,751.1 | $715,961.95 | $92,210.85 | 14.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 606 | $20,513 | $21,494.82 | $981.82 | 4.79% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 16,135 | $460,653.35 | $572,308.45 | $111,655.1 | 24.24% |
| SNW Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 17,499 | $565,393 | $620,689.53 | $55,296.53 | 9.78% |
| RFL Rossby Financial LLC Rossby Financial LLC | 81 | $2,352 | $2,873.07 | $521.07 | 22.15% |
| JDA James D. Ackerman Ackerman Asset Management LLC | 7,693 | $220,491.4 | $272,870.71 | $52,379.31 | 23.76% |