| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 5,564 | $349,474.84 | $351,700.44 | $2,225.6 | 0.64% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 4,550 | $229,729.5 | $284,472.37 | $54,742.87 | 23.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4 | $193 | $249.22 | $56.22 | 29.13% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 4,990 | $244,474.66 | $315,739.26 | $71,264.6 | 29.15% |