| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TS Todd Stoner Disciplined Investors LLC | 2,600 | $213,148 | $221,338 | $8,190 | 3.84% |
Note Advisors LLC Note Advisors LLC | 33,347 | $2.3M | $2.86M | $554,646.39 | 24.09% |
| RFL Rossby Financial LLC Rossby Financial LLC | 979 | $63,139.45 | $80,777.29 | $17,637.84 | 27.93% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 4,376 | $327,193.09 | $372,922.72 | $45,729.63 | 13.98% |
Candy Palugi Claris Financial LLC | 4,794 | $345,750.9 | $395,552.94 | $49,802.04 | 14.4% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 83,536 | $5.43M | $7.12M | $1.69M | 31.2% |
Matthew Costa Woodside Wealth Management LLC | 3,639 | $229,546.06 | $300,253.89 | $70,707.83 | 30.8% |
Aspen Capital Management LLC Aspen Capital Management LLC | 117,840 | $7.59M | $9.72M | $2.13M | 28.04% |
Tyler Rudek Heritage Wealth Architects Inc. | 3,192 | $230,079.36 | $263,371.92 | $33,292.56 | 14.47% |
| ML Maseco LLP Maseco LLP | 6,512 | $435,782.7 | $537,305.12 | $101,522.42 | 23.3% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 14,002 | $1.03M | $1.16M | $122,192.16 | 11.83% |