| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 100 | $9,681 | $9,331 | -$350 | -3.61% |
| JM Joel mittelman Mittelman Wealth Management | 16,816 | $1.49M | $1.57M | $82,707.19 | 5.56% |
| JNY Jeffrey N. Yoffe Yoffe Investment Management LLC | 9,136 | $461,399.13 | $852,480.16 | $391,081.03 | 84.76% |
| KGL Kilter Group LLC Kilter Group LLC | 82 | $7,180 | $7,651.42 | $471.42 | 6.57% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 3 | $258 | $279.93 | $21.93 | 8.5% |