| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Socha Entrewealth LLC | 38,882 | $3.12M | $3.98M | $861,232.12 | 27.58% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 71,984 | $5.61M | $7.11M | $1.5M | 26.77% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 169 | $12,230.56 | $16,695.51 | $4,464.95 | 36.51% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 25,230 | $1.9M | $2.52M | $618,933.48 | 32.57% |
Navigoe LLC Navigoe LLC | 155 | $11,217.35 | $15,312.45 | $4,095.1 | 36.51% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 5,551 | $409,769.09 | $548,383.29 | $138,614.2 | 33.83% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 2,434 | $241,217 | $240,454.86 | -$762.14 | -0.32% |
Aspen Capital Management LLC Aspen Capital Management LLC | 2,336 | $205,647 | $230,773.44 | $25,126.44 | 12.22% |
Molly Wheeler Burk Holdings LLC | 58 | $5,227.14 | $5,906.72 | $679.58 | 13% |