| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 85,246 | $5.53M | $7.03M | $1.5M | 27.07% |
Matthew Costa Woodside Wealth Management LLC | 3,639 | $229,546.06 | $300,017.35 | $70,471.29 | 30.7% |
Aspen Capital Management LLC Aspen Capital Management LLC | 117,840 | $7.59M | $9.72M | $2.12M | 27.94% |
Tyler Rudek Heritage Wealth Architects Inc. | 3,192 | $230,079.36 | $263,627.28 | $33,547.92 | 14.58% |
| ML Maseco LLP Maseco LLP | 7,083 | $473,967.16 | $583,249.63 | $109,282.47 | 23.06% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 13,745 | $1.01M | $1.13M | $119,581.85 | 11.82% |