| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,749 | $206,668.64 | $236,832.63 | $30,163.99 | 14.6% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 200 | $9,128 | $9,949 | $821 | 8.99% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 125 | $5,275 | $6,225 | $950 | 18.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,874 | $170,884.46 | $191,917.96 | $21,033.5 | 12.31% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $127 | $149.31 | $22.31 | 17.57% |
Kings Path Partners LLC Kings Path Partners LLC | 101 | $5,112 | $5,003.54 | -$108.46 | -2.12% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 14 | $657 | $696.78 | $39.78 | 6.05% |
United Financial Planning Group LLC United Financial Planning Group LLC | 276 | $11,629 | $13,736.52 | $2,107.52 | 18.12% |