| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 4,594 | $243,808.46 | $215,205.93 | -$28,602.53 | -11.73% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14 | $610.26 | $659.26 | $49 | 8.03% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5 | $121.5 | $234.77 | $113.27 | 93.23% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 100 | $3,833 | $4,691 | $858 | 22.38% |
Michael Byun SageView Advisory Group LLC | 38 | $1,998 | $1,774.79 | -$223.21 | -11.17% |
Brian Clay Clay Northam Wealth Management LLC | 14,507 | $443,887.88 | $677,549.43 | $233,661.55 | 52.64% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 46 | $2,005.14 | $2,152.34 | $147.2 | 7.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 38 | $1,387 | $1,759.78 | $372.78 | 26.88% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 151 | $8,659.8 | $6,994.92 | -$1,664.88 | -19.23% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 930 | $37,948 | $43,081.32 | $5,133.32 | 13.53% |