| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 19,939 | $406,365.58 | $417,722.05 | $11,356.47 | 2.79% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 17,014 | $344,733.2 | $356,443.3 | $11,710.1 | 3.4% |
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 150 | $3,372 | $3,142.5 | -$229.5 | -6.81% |
| GHI George Hall II One8Zero8 LLC | 11,000 | $229,900 | $230,450 | $550 | 0.24% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 16,240 | $351,723.36 | $340,228 | -$11,495.36 | -3.27% |
Benjamin S. Smith Smith Asset Management Co LLC | 45,170 | $944,751.15 | $946,311.5 | $1,560.35 | 0.16% |