| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WR Wesley Reed Blue Rock Wealth Management LLC | 4,900 | $365,251 | $500,437 | $135,186 | 37.01% |
| SCM Schnieders Capital Management LLC Schnieders Capital Management LLC | 8,973 | $775,094.5 | $916,412.49 | $141,317.99 | 18.23% |
| CWM Copia Wealth Management Copia Wealth Management | 6,405 | $509,396.29 | $654,142.65 | $144,746.36 | 28.41% |
| KGL Kilter Group LLC Kilter Group LLC | 4,700 | $350,131.36 | $480,011 | $129,879.64 | 37.09% |
| TCM Thoma Capital Management LLC Thoma Capital Management LLC | 68,835 | $5.13M | $7.03M | $1.9M | 37.1% |
| EPI Evelyn Partners Investment Management Services Ltd. Evelyn Partners Investment Management Services Ltd. | 1,043 | $90,532.21 | $106,521.59 | $15,989.38 | 17.66% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 2,275 | $196,491 | $232,345.75 | $35,854.75 | 18.25% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 302 | $22,677 | $30,843.26 | $8,166.26 | 36.01% |