| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 51,720 | $2.41M | $3.51M | $1.1M | 45.43% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 16,267 | $885,495.55 | $1.1M | $217,407.05 | 24.55% |
Camaron Barta BXM Wealth LLC | 3,200 | $207,616 | $216,960 | $9,344 | 4.5% |
Heather LeVar Roxbury Financial LLC | 14 | $719.65 | $949.2 | $229.55 | 31.9% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 134,216 | $7.3M | $9.1M | $1.8M | 24.71% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,870 | $111,624.92 | $126,786 | $15,161.08 | 13.58% |