| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clune & Associates Ltd. Clune & Associates Ltd. | 3,982 | $270,312.47 | $297,833.69 | $27,521.22 | 10.18% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 3,003 | $186,806.18 | $224,900.68 | $38,094.5 | 20.39% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 1,561 | $105,465.61 | $117,035.97 | $11,570.36 | 10.97% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 13,225 | $742,131.87 | $991,544.37 | $249,412.5 | 33.61% |
Tyler Rudek Heritage Wealth Architects Inc. | 46,214 | $3.33M | $3.5M | $168,348.07 | 5.06% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 225 | $15,696 | $16,902 | $1,206 | 7.68% |