| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Socha Entrewealth LLC | 35,740 | $2.89M | $3.54M | $644,613.47 | 22.29% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 75,131 | $5.92M | $7.46M | $1.54M | 26.03% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 169 | $12,230.56 | $16,816.34 | $4,585.78 | 37.49% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 25,230 | $1.9M | $2.51M | $611,995.23 | 32.21% |
Navigoe LLC Navigoe LLC | 155 | $11,217.35 | $15,320.2 | $4,102.85 | 36.58% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 5,551 | $409,769.09 | $547,939.21 | $138,170.12 | 33.72% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 2,434 | $241,217 | $240,698.26 | -$518.74 | -0.22% |
Molly Wheeler Burk Holdings LLC | 58 | $5,227.14 | $5,726.67 | $499.53 | 9.56% |