| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Millstone Evans Group LLC Millstone Evans Group LLC | 3,686 | $77,480 | $76,318.63 | -$1,161.37 | -1.5% |
VestGen Advisors LLC VestGen Advisors LLC | 30,245 | $586,428.73 | $625,012.92 | $38,584.19 | 6.58% |
| SC Stacey Cole Haven Private LLC | 48,650 | $910,756.48 | $1M | $90,460.52 | 9.93% |
Promus Capital LLC Promus Capital LLC | 2,023 | $42,523 | $41,602.99 | -$920.01 | -2.16% |
| JC Jackson Calvin Sage Investment Counsel LLC | 13,070 | $271,111.75 | $268,065.7 | -$3,046.05 | -1.12% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 13,278 | $279,103.96 | $272,331.78 | -$6,772.18 | -2.43% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 10,856 | $208,956.25 | $222,330.88 | $13,374.63 | 6.4% |
Molly Wheeler Burk Holdings LLC | 2,454 | $42,749 | $49,902.09 | $7,153.09 | 16.73% |