| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 33,415 | $646,880.62 | $662,953.6 | $16,072.98 | 2.48% |
| SC Stacey Cole Haven Private LLC | 50,068 | $937,797.75 | $988,342.32 | $50,544.57 | 5.39% |
Promus Capital LLC Promus Capital LLC | 2,023 | $42,523 | $39,934.02 | -$2,588.98 | -6.09% |
| JC Jackson Calvin Sage Investment Counsel LLC | 14,070 | $290,181.9 | $277,741.8 | -$12,440.1 | -4.29% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 13,278 | $279,103.96 | $262,107.72 | -$16,996.24 | -6.09% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 16,741 | $321,185.35 | $332,141.44 | $10,956.09 | 3.41% |
Molly Wheeler Burk Holdings LLC | 2,454 | $42,749 | $48,392.88 | $5,643.88 | 13.2% |