| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 90 | $8,554.31 | $10,111.05 | $1,556.74 | 18.2% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 27,678 | $2.84M | $3.11M | $271,382.79 | 9.56% |
Jordan Grabowski Alpha Zero LLC | 83,264 | $7.79M | $9.35M | $1.56M | 20.08% |
Heydon Traub Traub Capital Management LLC | 17,199 | $1.63M | $1.93M | $304,055.52 | 18.67% |
Molly Wheeler Burk Holdings LLC | 4,636 | $429,391.75 | $520,530.08 | $91,138.33 | 21.22% |
| CTC Caldwell Trust Co Caldwell Trust Co | 201 | $18,550.17 | $22,554.21 | $4,004.04 | 21.58% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,493 | $255,632 | $279,914.04 | $24,282.04 | 9.5% |
Bonnie Courtney Cambridge Financial Group LLC | 6,590 | $658,629 | $738,178.85 | $79,549.85 | 12.08% |
IFS Group LLC IFS Group LLC | 14,011 | $1.41M | $1.57M | $167,444.72 | 11.91% |
| BML Berman McAleer LLC Berman McAleer LLC | 7,389 | $738,717.27 | $824,612.4 | $85,895.13 | 11.63% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 2,735 | $279,654 | $306,894.35 | $27,240.35 | 9.74% |