| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 53,130 | $2.51M | $3.67M | $1.17M | 46.51% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 16,267 | $885,495.55 | $1.12M | $233,674.05 | 26.39% |
Camaron Barta BXM Wealth LLC | 3,200 | $207,616 | $222,080 | $14,464 | 6.97% |
Heather LeVar Roxbury Financial LLC | 14 | $719.65 | $965.72 | $246.07 | 34.19% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 134,216 | $7.3M | $9.29M | $2M | 27.37% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,870 | $111,624.92 | $128,618.6 | $16,993.68 | 15.22% |