| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,915 | $156,706.44 | $206,477.1 | $49,770.66 | 31.76% |
Heydon Traub Traub Capital Management LLC | 52,307 | $2.14M | $2.76M | $615,464.14 | 28.72% |
Molly Wheeler Burk Holdings LLC | 2,649 | $129,616 | $139,708.26 | $10,092.26 | 7.79% |
Bonnie Courtney Cambridge Financial Group LLC | 8,723 | $299,393.06 | $460,051.02 | $160,657.96 | 53.66% |
Matthew Jenkins GatePass Capital LLC | 9,761 | $477,606 | $514,795.14 | $37,189.14 | 7.79% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 93 | $3,722 | $4,904.82 | $1,182.82 | 31.78% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 7,709 | $318,446.43 | $406,572.66 | $88,126.23 | 27.67% |
Jon Borer Capitolis Liquid Global Markets LLC | 200,000 | $9.79M | $10.55M | $762,000 | 7.79% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 289,123 | $13.27M | $15.25M | $1.98M | 14.93% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 35 | $1,713 | $1,845.9 | $132.9 | 7.76% |