| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ariadne Wealth Management Ariadne Wealth Management, LP | 12,182 | $664,851.29 | $944,161.04 | $279,309.75 | 42.01% |
REAP Financial Group LLC REAP Financial Group LLC | 146 | $10,988 | $11,272.66 | $284.66 | 2.59% |
| SC Stacey Cole Haven Private LLC | 3,843 | $199,176.26 | $299,715.57 | $100,539.31 | 50.48% |
Clune & Associates Ltd. Clune & Associates Ltd. | 4,075 | $277,578.21 | $317,809.25 | $40,231.04 | 14.49% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 2,984 | $185,624.25 | $229,917.2 | $44,292.95 | 23.86% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 1,561 | $105,465.61 | $120,446.76 | $14,981.15 | 14.2% |
Cloud Capital Management LLC Cloud Capital Management LLC | 14,998 | $875,567.85 | $1.17M | $294,276.15 | 33.61% |
Tyler Rudek Heritage Wealth Architects Inc. | 47,538 | $3.43M | $3.65M | $220,717.55 | 6.43% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 227 | $15,846.84 | $17,551.64 | $1,704.8 | 10.76% |