| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 5,141 | $309,632.22 | $405,058.88 | $95,426.66 | 30.82% |
Cole Dimond Caliber Wealth Management LLC / KS | 3,446 | $233,011.79 | $275,042.49 | $42,030.7 | 18.04% |
Maseco LLP Maseco LLP | 711,707 | $52.48M | $56.8M | $4.33M | 8.25% |