| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Alteri Wealth LLC Alteri Wealth LLC | 11,082 | $573,195.89 | $594,161.43 | $20,965.54 | 3.66% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 248 | $13,204 | $13,305.2 | $101.2 | 0.77% |
| TCM TT Capital Management LLC TT Capital Management LLC | 18,500 | $906,694 | $988,270 | $81,576 | 9% |
Rossby Financial LLC Rossby Financial LLC | 5,395 | $286,367 | $288,200.9 | $1,833.9 | 0.64% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 6,382 | $314,057.51 | $342,426.21 | $28,368.7 | 9.03% |
Chris Ryan Ryan Investment Management Inc. | 5,171 | $274,477 | $278,148.09 | $3,671.09 | 1.34% |
Molly Wheeler Burk Holdings LLC | 3 | $162 | $161.2 | -$0.8 | -0.49% |