| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 4,425 | $236,036.15 | $221,294.25 | -$14,741.9 | -6.25% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5 | $121.5 | $250.05 | $128.55 | 105.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 100 | $3,833 | $5,001 | $1,168 | 30.47% |
Brian Clay Clay Northam Wealth Management LLC | 9,869 | $318,337.22 | $507,915.98 | $189,578.76 | 59.55% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 46 | $2,005.14 | $2,150.82 | $145.68 | 7.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 38 | $1,387 | $1,778.02 | $391.02 | 28.19% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,791 | $213,295 | $243,071.38 | $29,776.38 | 13.96% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 151 | $8,659.8 | $7,660.98 | -$998.82 | -11.53% |