| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,953 | $166,894.53 | $182,723.47 | $15,828.94 | 9.48% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 11,784 | $368,288.53 | $548,309.52 | $180,020.99 | 48.88% |
Lee McGowan Monument Group Wealth Advisors LLC | 1,089 | $37,548.68 | $50,647.21 | $13,098.53 | 34.88% |
Brett Pohl Invera Wealth Advisors, LLC | 17,498 | $645,080.49 | $813,034.07 | $167,953.58 | 26.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 645 | $27,663 | $29,814.48 | $2,151.48 | 7.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,192 | $79,854.53 | $101,323.01 | $21,468.48 | 26.88% |
Alan Gilmore Private Wealth Management Group, LLC | 526 | $16,674.23 | $24,313.82 | $7,639.59 | 45.82% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,023 | $122,739.15 | $139,481.22 | $16,742.07 | 13.64% |