| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DL David Lutz LifeGuide Financial Advisors LLC | 148,164 | $5.01M | $5.87M | $859,550.05 | 17.15% |
| MR Michael Radoff LGT Financial Advisors LLC | 2,770 | $97,655 | $109,526.08 | $11,871.08 | 12.16% |
Matthew J. Syverson Sound Stewardship, LLC | 8,484 | $331,028 | $335,966.4 | $4,938.4 | 1.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 94,420 | $3.07M | $3.74M | $665,688.47 | 21.66% |