| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 4,550 | $229,729.5 | $281,786.96 | $52,057.46 | 22.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4 | $193 | $245.84 | $52.84 | 27.38% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 4,990 | $244,474.66 | $306,762.25 | $62,287.59 | 25.48% |