| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Coleman Creekside Partners | 237,856 | $2.75M | $2.98M | $233,006.04 | 8.48% |
Maggie Hartness Legacy Wealth Management LLC / MS | 55,109 | $607,723.16 | $690,515.77 | $82,792.61 | 13.62% |
Robert Warmkessel Grange Capital LLC | 146,012 | $1.51M | $1.83M | $320,958.22 | 21.28% |
George Hall II One8Zero8 LLC | 12,550 | $148,853 | $163,652 | $14,799 | 9.94% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,700 | $39,923 | $49,210 | $9,287 | 23.26% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 77,082 | $928,745.77 | $965,837.46 | $37,091.69 | 3.99% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,534 | $16,874 | $19,221.02 | $2,347.02 | 13.91% |
William F. Blake PMG Family Office LLC | 100,303 | $1.09M | $1.26M | $171,397.64 | 15.79% |