| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lee Larson Everstar Asset Management, LLC | 111,723 | $1.3M | $1.44M | $140,770.95 | 10.82% |
Teresa Coleman Creekside Partners | 229,190 | $2.63M | $2.95M | $321,108.65 | 12.21% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $2,697.5 | $3,282.5 | $585 | 21.69% |
Maggie Hartness Legacy Wealth Management LLC / MS | 55,109 | $607,723.16 | $699,333.21 | $91,610.05 | 15.07% |
Robert Warmkessel Grange Capital LLC | 294,416 | $3.06M | $3.74M | $671,164.52 | 21.9% |
George Hall II One8Zero8 LLC | 13,350 | $158,405 | $170,145.75 | $11,740.75 | 7.41% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,700 | $39,923 | $47,027 | $7,104 | 17.79% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 71,436 | $852,863.53 | $907,951.56 | $55,088.03 | 6.46% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1 | $10.74 | $12.76 | $2.02 | 18.81% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,534 | $16,874 | $19,604.52 | $2,730.52 | 16.18% |
William F. Blake PMG Family Office LLC | 99,052 | $1.07M | $1.3M | $231,967.24 | 21.71% |