| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marquette Associates Inc. Marquette Associates Inc. | 13,378 | $529,634.71 | $663,548.8 | $133,914.09 | 25.28% |
Tim Rowsey Lighthouse Wealth Management Inc. | 37,761 | $1.63M | $1.87M | $242,685.48 | 14.89% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 4,269 | $174,340.24 | $211,699.71 | $37,359.47 | 21.43% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 11,027 | $455,635.14 | $547,876.49 | $92,241.35 | 20.24% |
| RFL Rossby Financial LLC Rossby Financial LLC | 640 | $25,037 | $31,760 | $6,723 | 26.85% |
| LC Leslie Childs MB Levis & Associates LLC | 50,969 | $2.21M | $2.53M | $310,716.66 | 14.03% |
Michael Behner Nautilus Advisors LLC | 57,480 | $2.28M | $2.84M | $559,474.5 | 24.53% |