| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 12,718 | $737,517 | $925,298.09 | $187,781.09 | 25.46% |
| BM Boulos Michael TME Financial Inc. | 4,405 | $255,445.95 | $319,318.45 | $63,872.5 | 25% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 12,715 | $737,434.15 | $918,150.15 | $180,716 | 24.51% |
| JH Julie Hazzard 10Elms LLP | 2,072 | $153,733.76 | $149,764.16 | -$3,969.6 | -2.58% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 3,169 | $203,071.55 | $230,608.13 | $27,536.58 | 13.56% |
Cole Dimond Caliber Wealth Management LLC / KS | 3,729 | $217,549.96 | $270,799.98 | $53,250.02 | 24.48% |
Maseco LLP Maseco LLP | 1,007 | $75,772 | $73,067.92 | -$2,704.08 | -3.57% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 640 | $40,268.34 | $46,384 | $6,115.66 | 15.19% |
Bonnie Courtney Cambridge Financial Group LLC | 11,848 | $659,442.42 | $862,178.96 | $202,736.54 | 30.74% |