| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,241 | $151,912.62 | $174,644.38 | $22,731.76 | 14.96% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,264 | $269,914 | $300,511.68 | $30,597.68 | 11.34% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,608 | $257,441.82 | $315,009.24 | $57,567.42 | 22.36% |
Dane Grouell Turning Point Benefit Group, Inc. | 11,241 | $376,023.03 | $461,948.89 | $85,925.86 | 22.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 73 | $2,289.52 | $2,988.98 | $699.46 | 30.55% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 11,156 | $411,736.03 | $456,782.42 | $45,046.39 | 10.94% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 10,465 | $375,653.97 | $429,221.97 | $53,568 | 14.26% |