| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 5,141 | $309,632.22 | $417,356.66 | $107,724.44 | 34.79% |
Cole Dimond Caliber Wealth Management LLC / KS | 3,446 | $233,011.79 | $279,753.17 | $46,741.38 | 20.06% |
| ML Maseco LLP Maseco LLP | 711,707 | $52.48M | $57.78M | $5.3M | 10.1% |