| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 1,100 | $44,496 | $46,984.52 | $2,488.52 | 5.59% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,677 | $272,041.84 | $242,019.59 | -$30,022.25 | -11.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 180 | $8,267.4 | $7,688.38 | -$579.02 | -7% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,246 | $338,606.23 | $352,213.05 | $13,606.82 | 4.02% |
Lance Johnson ROI Financial Advisors, LLC | 48,939 | $1.68M | $2.09M | $409,288.32 | 24.4% |
Heather Scully NWF Advisory Services Inc. | 12,435 | $566,321.35 | $536,943.3 | -$29,378.05 | -5.19% |