| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 12,374 | $446,617.78 | $590,734.76 | $144,116.98 | 32.27% |
VestGen Advisors LLC VestGen Advisors LLC | 317,091 | $11.89M | $15.17M | $3.28M | 27.59% |
Kilter Group LLC Kilter Group LLC | 3 | $110.36 | $143.79 | $33.43 | 30.29% |
Cole Dimond Caliber Wealth Management LLC / KS | 13,801 | $438,179.5 | $657,272.62 | $219,093.12 | 50% |