| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Papamarkou Wellner Asset Management Inc. Papamarkou Wellner Asset Management Inc. | 104,100 | $333,632 | $569,947.5 | $236,315.5 | 70.83% |
Nicole Reese WPG Advisers LLC | 223 | $607 | $1,219.81 | $612.81 | 100.96% |
| AS Aryn Sands GK Wealth Management LLC | 1,129 | $6,355 | $6,209.5 | -$145.5 | -2.29% |
Investment Research Partners LLC Investment Research Partners LLC | 12,961 | $75,563 | $71,155.89 | -$4,407.11 | -5.83% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,940 | $12,495 | $16,125.9 | $3,630.9 | 29.06% |
Heydon Traub Traub Capital Management LLC | 53,050 | $225,463.74 | $294,692.75 | $69,229.01 | 30.71% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 14,879 | $86,745 | $81,983.29 | -$4,761.71 | -5.49% |
Molly Wheeler Burk Holdings LLC | 427 | $2,148 | $2,342.09 | $194.09 | 9.04% |
Caldwell Trust Co Caldwell Trust Co | 246 | $1,434 | $1,346.85 | -$87.15 | -6.08% |
Landon Marsh Scott Marsh Financial LLC | 26,243 | $111,533 | $144,730.14 | $33,197.14 | 29.76% |
Gibbs Wealth Management Gibbs Wealth Management | 120,811 | $554,886.16 | $662,044.28 | $107,158.12 | 19.31% |