| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel A. Schreiber SFI Advisors LLC | 6,751 | $230,903.76 | $305,482.75 | $74,578.99 | 32.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 506 | $17,938.36 | $22,719.4 | $4,781.04 | 26.65% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 9,634 | $329,184.44 | $432,566.6 | $103,382.16 | 31.41% |