| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Lutz LifeGuide Financial Advisors LLC | 148,164 | $5.01M | $5.99M | $982,526.17 | 19.61% |
Michael Radoff LGT Financial Advisors LLC | 2,770 | $97,655 | $111,603.3 | $13,948.3 | 14.28% |
Matthew J. Syverson Sound Stewardship, LLC | 11,630 | $459,503.82 | $468,572.7 | $9,068.88 | 1.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 94,420 | $3.07M | $3.84M | $767,888.68 | 24.99% |