| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 5,204 | $725,593.83 | $972,939.89 | $247,346.06 | 34.09% |
Missy Straw Nilsine Partners LLC | 10,285 | $1.38M | $1.92M | $544,192.56 | 39.47% |
Richard S. Levenson Western Financial Corp./CA | 1,428 | $197,867.61 | $266,978.89 | $69,111.28 | 34.93% |
KKM Financial LLC KKM Financial LLC | 1,336 | $281,802 | $268,228.72 | -$13,573.28 | -4.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10 | $984 | $1,996.35 | $1,012.35 | 102.88% |
David Novak Novak & Powell Financial Services, Inc. | 1,466 | $203,133 | $285,521.08 | $82,388.08 | 40.56% |