| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JH Julie Hazzard 10Elms LLP | 2,072 | $153,733.76 | $155,234.24 | $1,500.48 | 0.98% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 3,169 | $203,071.55 | $226,266.6 | $23,195.05 | 11.42% |
Cole Dimond Caliber Wealth Management LLC / KS | 3,729 | $217,549.96 | $266,250.6 | $48,700.64 | 22.39% |
| ML Maseco LLP Maseco LLP | 1,007 | $75,772 | $74,165.55 | -$1,606.45 | -2.12% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 640 | $40,268.34 | $45,696 | $5,427.66 | 13.48% |
Bonnie Courtney Cambridge Financial Group LLC | 11,848 | $659,442.42 | $845,947.2 | $186,504.78 | 28.28% |