| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Defined Financial Planning LLC Defined Financial Planning LLC | 164,875 | $6.92M | $7.73M | $803,413.57 | 11.6% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 13,367 | $459,557.7 | $638,274.25 | $178,716.55 | 38.89% |
Scott Pearring Seek First Inc. | 8,169 | $301,855.18 | $382,881.03 | $81,025.85 | 26.84% |
Justin Boggs Optima Capital LLC | 50,715 | $2.06M | $2.38M | $319,087.95 | 15.51% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,304 | $56,776 | $61,118.48 | $4,342.48 | 7.65% |