| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ECC Elizabeth C. Carr CLG LLC | 112,713 | $3.49M | $4.5M | $1.01M | 28.87% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 18,629 | $609,146.62 | $748,792.65 | $139,646.03 | 22.92% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 15,270 | $529,631.57 | $613,777.65 | $84,146.08 | 15.89% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 34,994 | $1.15M | $1.41M | $253,162.83 | 21.96% |
Justin Boggs Optima Capital LLC | 18,500 | $555,555 | $743,237.5 | $187,682.5 | 33.78% |
| ML Maseco LLP Maseco LLP | 785 | $25,823 | $31,505.97 | $5,682.97 | 22.01% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 233,381 | $7.19M | $9.34M | $2.15M | 29.92% |
Molly Wheeler Burk Holdings LLC | 367,119 | $11.34M | $14.72M | $3.38M | 29.8% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 14,961 | $511,816 | $599,861.29 | $88,045.29 | 17.2% |