| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,425 | $475,381.64 | $548,814 | $73,432.36 | 15.45% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,154 | $237,790.56 | $248,436.98 | $10,646.42 | 4.48% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 60,537 | $2.12M | $2.36M | $237,612.46 | 11.21% |
Molly Crider Walker Asset Management LLC | 9,601 | $302,342.2 | $373,958.95 | $71,616.75 | 23.69% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,548 | $213,137.4 | $255,044.6 | $41,907.2 | 19.66% |
Michael Yoder Yoder Wealth Management Inc. | 6,069 | $196,533.55 | $236,387.55 | $39,854 | 20.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,877 | $761,877.25 | $930,009.15 | $168,131.9 | 22.07% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,905 | $266,813 | $268,949.75 | $2,136.75 | 0.8% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 55 | $1,791 | $2,231.9 | $440.9 | 24.62% |