| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 230,951 | $9.65M | $12.95M | $3.31M | 34.26% |
Caldwell Trust Co Caldwell Trust Co | 6,770 | $277,028.51 | $378,578.4 | $101,549.89 | 36.66% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 16,534 | $770,319.34 | $927,722.74 | $157,403.4 | 20.43% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 42,437 | $1.9M | $2.38M | $482,311.78 | 25.36% |
Virtue Asset Management LLC Virtue Asset Management LLC | 76,969 | $3.44M | $4.32M | $877,831.05 | 25.52% |