| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Ranga Srinivasan Everest Management Corp | 47,336 | $1.43M | $1.6M | $177,378.58 | 12.44% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,450 | $36,584 | $49,126 | $12,542 | 34.28% |
| KV Katherine Vessenes Vestment Financial LLC | 135,343 | $3.59M | $4.59M | $995,578.2 | 27.73% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 111,509 | $3.06M | $3.78M | $719,778.09 | 23.54% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 289,259 | $8.87M | $9.8M | $924,187.85 | 10.42% |
Binnacle Investments Inc. Binnacle Investments Inc. | 138,197 | $3.75M | $4.69M | $944,046.86 | 25.19% |
Matthew Chester Tableaux LLC | 124,453 | $3.9M | $4.21M | $312,634.61 | 8.01% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 19,495 | $631,981.9 | $661,757.77 | $29,775.87 | 4.71% |
| ML Maseco LLP Maseco LLP | 2,202 | $64,958.71 | $74,636.79 | $9,678.08 | 14.9% |
Molly Wheeler Burk Holdings LLC | 1,982 | $63,860 | $67,169.98 | $3,309.98 | 5.18% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 25,118 | $795,361.63 | $851,249.02 | $55,887.39 | 7.03% |