| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven D Urban Urban Financial Advisory Corp | 4,101 | $232,878 | $241,056.78 | $8,178.78 | 3.51% |
Joshua Stipcich Tidemark, LLC | 1,156 | $56,898.71 | $67,949.68 | $11,050.97 | 19.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,266 | $154,776.49 | $191,371.27 | $36,594.78 | 23.64% |
Adam Colby Wealth Group Ltd | 6,149 | $307,036.44 | $361,714.92 | $54,678.48 | 17.81% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 7,189 | $378,808.7 | $422,425.64 | $43,616.94 | 11.51% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 11,960 | $505,034.22 | $702,769.6 | $197,735.38 | 39.15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,173 | $370,153 | $597,765.48 | $227,612.48 | 61.49% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 10,458 | $391,092.31 | $615,191.85 | $224,099.54 | 57.3% |
David Maxey Heritage Family Offices, LLP | 15,668 | $889,786 | $921,670.1 | $31,884.1 | 3.58% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,568 | $77,177 | $92,135.68 | $14,958.68 | 19.38% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,517 | $227,330.45 | $265,712.52 | $38,382.07 | 16.88% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 650 | $34,158 | $38,194 | $4,036 | 11.82% |
Bruce Barton Parkworth Wealth Management, Inc. | 10,658 | $482,849.31 | $628,075.94 | $145,226.63 | 30.08% |
Holly Breeden Fort Vancouver Investment Management, LLC | 241 | $10,475.98 | $14,151.52 | $3,675.54 | 35.09% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 7,342 | $377,414.52 | $433,471.68 | $56,057.16 | 14.85% |
Millstone Evans Group LLC Millstone Evans Group LLC | 2,448 | $105,228.6 | $142,412.4 | $37,183.8 | 35.34% |
Howard Teutsch Arcadia Investment Advisors LLC | 2,776 | $86,664.41 | $163,117.76 | $76,453.35 | 88.22% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,918 | $86,603.7 | $112,826.35 | $26,222.65 | 30.28% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 10,164 | $439,162.36 | $597,236.64 | $158,074.28 | 35.99% |
Archer Investment Management LLC Archer Investment Management LLC | 3,521 | $175,769.16 | $206,893.96 | $31,124.8 | 17.71% |