| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Boggs Optima Capital LLC | 118,201 | $3.74M | $4.9M | $1.16M | 30.96% |
| ML Maseco LLP Maseco LLP | 2.27M | $79.95M | $93.82M | $13.88M | 17.36% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 388,335 | $13.48M | $16.08M | $2.6M | 19.29% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 28,625 | $835,850.63 | $1.18M | $346,504.99 | 41.46% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 71,504 | $2.49M | $2.96M | $467,476.55 | 18.76% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 49,755 | $1.9M | $2.06M | $161,952.68 | 8.54% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 8,291 | $213,411.77 | $342,957.21 | $129,545.44 | 60.7% |
Bonnie Courtney Cambridge Financial Group LLC | 14,015 | $414,509.96 | $578,188.82 | $163,678.86 | 39.49% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 23,299 | $846,919.06 | $961,200.24 | $114,281.18 | 13.49% |
| BML Berman McAleer LLC Berman McAleer LLC | 1.83M | $66.73M | $76.49M | $9.76M | 14.63% |