| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 11,089 | $674,433.05 | $713,466.26 | $39,033.21 | 5.79% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 471 | $28,649.26 | $30,436.02 | $1,786.76 | 6.24% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,615 | $353,606.94 | $362,644.77 | $9,037.83 | 2.56% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 329 | $21,791 | $21,315.91 | -$475.09 | -2.18% |
Basepoint Wealth LLC Basepoint Wealth LLC | 458 | $28,564 | $29,577.64 | $1,013.64 | 3.55% |