| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 15,199 | $444,150.59 | $455,514.03 | $11,363.44 | 2.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,091 | $137,788.03 | $147,747.43 | $9,959.4 | 7.23% |
Cannon Wealth Management Services LLC Cannon Wealth Management Services LLC | 26,825 | $714,269.62 | $789,191.5 | $74,921.88 | 10.49% |
Avi Kantor Certior Financial Group LLC | 13,771 | $397,384.28 | $397,293.35 | -$90.93 | -0.02% |
| SCL Stance Capital LLC Stance Capital LLC | 331 | $8,589 | $9,560.93 | $971.93 | 11.32% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 16,800 | $471,744 | $486,108 | $14,364 | 3.04% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 580 | $15,811 | $16,860.6 | $1,049.6 | 6.64% |
William F. Blake PMG Family Office LLC | 99,219 | $2.89M | $2.92M | $30,927.51 | 1.07% |