| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 90 | $8,554.31 | $10,351.8 | $1,797.49 | 21.01% |
Ronald L. Valpey Valpey Financial Services LLC | 26,960 | $2.76M | $3.11M | $344,683.6 | 12.47% |
Jordan Grabowski Alpha Zero LLC | 96,604 | $9.29M | $11.17M | $1.88M | 20.23% |
Heydon Traub Traub Capital Management LLC | 15,284 | $1.45M | $1.76M | $310,098.95 | 21.43% |
Molly Wheeler Burk Holdings LLC | 4,621 | $428,002.9 | $532,200.57 | $104,197.67 | 24.35% |
Caldwell Trust Co Caldwell Trust Co | 67 | $6,183.39 | $7,715.05 | $1,531.66 | 24.77% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,493 | $255,632 | $286,744.86 | $31,112.86 | 12.17% |
Bonnie Courtney Cambridge Financial Group LLC | 5,476 | $547,291.72 | $629,959.04 | $82,667.32 | 15.1% |
Berman McAleer LLC Berman McAleer LLC | 7,183 | $718,127.56 | $826,906.96 | $108,779.4 | 15.15% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,504 | $364,428.37 | $403,030.07 | $38,601.7 | 10.59% |