| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 307 | $18,381 | $19,549.76 | $1,168.76 | 6.36% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,034 | $339,714.01 | $388,649.94 | $48,935.93 | 14.41% |
Beth Steinhaus Breakwater Investment Management | 92 | $5,184 | $5,950.56 | $766.56 | 14.79% |
Greg Reidy Granite FO LLC | 12 | $648 | $764.16 | $116.16 | 17.93% |
Jefferson H. West Legacy Investment Solutions LLC | 74 | $4,033 | $4,712.32 | $679.32 | 16.84% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 5,109 | $248,552.85 | $329,070.69 | $80,517.84 | 32.39% |