| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,899 | $684,732.98 | $926,498.88 | $241,765.9 | 35.31% |
Missy Straw Nilsine Partners LLC | 10,285 | $1.38M | $1.95M | $568,053.66 | 41.2% |
Richard S. Levenson Western Financial Corp./CA | 1,259 | $174,450.5 | $238,303.52 | $63,853.02 | 36.6% |
KKM Financial LLC KKM Financial LLC | 1,336 | $281,802 | $252,878.08 | -$28,923.92 | -10.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10 | $984 | $1,938.8 | $954.8 | 97.03% |
David Novak Novak & Powell Financial Services, Inc. | 1,466 | $203,133 | $277,484.48 | $74,351.48 | 36.6% |