| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel A. Schreiber SFI Advisors LLC | 5,623 | $190,866.23 | $240,045.87 | $49,179.64 | 25.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 976 | $40,066.41 | $43,080.64 | $3,014.23 | 7.52% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 9,634 | $329,184.44 | $423,202.35 | $94,017.91 | 28.56% |