| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clune & Associates Ltd. Clune & Associates Ltd. | 18,806 | $1.06M | $1.36M | $304,823.12 | 28.88% |
| TS Todd Stoner Disciplined Investors LLC | 21,664 | $1.2M | $1.6M | $400,203.3 | 33.29% |
| SC Shawn Clark Accredited Wealth Management LLC | 7,885 | $442,252.5 | $570,400.9 | $128,148.4 | 28.98% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 40,390 | $2.27M | $2.92M | $649,890.75 | 28.61% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 63,538 | $3.28M | $4.6M | $1.32M | 40.19% |
Ameriflex Group Inc. Ameriflex Group Inc. | 303 | $18,884.46 | $22,800.75 | $3,916.29 | 20.74% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 8,326 | $511,269.02 | $620,953.08 | $109,684.06 | 21.45% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 4,745 | $296,810.06 | $343,253.3 | $46,443.24 | 15.65% |
Molly Wheeler Burk Holdings LLC | 35,159 | $1.89M | $2.62M | $734,227.56 | 38.89% |