| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ariadne Wealth Management Ariadne Wealth Management, LP | 12,182 | $664,851.29 | $971,023.57 | $306,172.28 | 46.05% |
| SC Stacey Cole Haven Private LLC | 3,843 | $199,176.26 | $293,566.77 | $94,390.51 | 47.39% |
Clune & Associates Ltd. Clune & Associates Ltd. | 3,982 | $270,312.47 | $304,184.98 | $33,872.51 | 12.53% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 2,984 | $185,624.25 | $227,947.16 | $42,322.91 | 22.8% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 1,561 | $105,465.61 | $119,244.79 | $13,779.18 | 13.07% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 14,998 | $875,567.85 | $1.2M | $319,918.23 | 36.54% |
Tyler Rudek Heritage Wealth Architects Inc. | 46,214 | $3.33M | $3.53M | $200,808.78 | 6.03% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 227 | $15,846.84 | $17,340.53 | $1,493.69 | 9.43% |