| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,953 | $166,894.53 | $186,204.48 | $19,309.95 | 11.57% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 11,784 | $368,288.53 | $538,788.05 | $170,499.52 | 46.3% |
Lee McGowan Monument Group Wealth Advisors LLC | 1,089 | $37,548.68 | $49,791.26 | $12,242.58 | 32.6% |
Brett Pohl Invera Wealth Advisors, LLC | 17,498 | $645,080.49 | $800,043.56 | $154,963.07 | 24.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 645 | $27,663 | $29,490.69 | $1,827.69 | 6.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,192 | $79,854.53 | $103,662.09 | $23,807.56 | 29.81% |
Alan Gilmore Private Wealth Management Group, LLC | 526 | $16,674.23 | $24,049.77 | $7,375.54 | 44.23% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,023 | $122,739.15 | $138,217.61 | $15,478.46 | 12.61% |