| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Behner Nautilus Advisors LLC | 644 | $300,041.78 | $332,439.25 | $32,397.47 | 10.8% |
Bonnie Courtney Cambridge Financial Group LLC | 5,302 | $2.08M | $2.73M | $651,632.09 | 31.29% |
Matthew Jenkins GatePass Capital LLC | 942 | $395,526.73 | $486,269.84 | $90,743.11 | 22.94% |
Basepoint Wealth LLC Basepoint Wealth LLC | 509 | $215,408.02 | $262,455.67 | $47,047.65 | 21.84% |
United Financial Planning Group LLC United Financial Planning Group LLC | 30 | $14,417.25 | $15,468.9 | $1,051.65 | 7.29% |
Darrell T. Roberts American Wealth Advisors LLC | 4,065 | $1.89M | $2.12M | $229,624.75 | 12.18% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 51 | $24,190.19 | $26,297.13 | $2,106.94 | 8.71% |
Sarah Byrd Alpha Advisors LLC/VA | 808 | $343,804 | $419,865.08 | $76,061.08 | 22.12% |
Steve Erken Maxele Advisors LLC | 2,164 | $786,224.54 | $1.13M | $340,591.9 | 43.32% |
William F. Blake PMG Family Office LLC | 426 | $223,130 | $222,180.3 | -$949.7 | -0.43% |