| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 32,270 | $406,924.7 | $474,853.05 | $67,928.35 | 16.69% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 54,945 | $715,348.9 | $807,691.5 | $92,342.6 | 12.91% |
| JS Joseph Shenton Permanent Capital Management LP | 17,024 | $258,594 | $249,316.48 | -$9,277.52 | -3.59% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 13,893 | $174,606.24 | $202,282.08 | $27,675.84 | 15.85% |
North Ground Capital North Ground Capital | 89,387 | $1.36M | $1.31M | -$47,822.52 | -3.52% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 22,950 | $289,858.42 | $336,447 | $46,588.58 | 16.07% |
| LC Leslie Childs MB Levis & Associates LLC | 825 | $12,532 | $12,012 | -$520 | -4.15% |
Nicole Reese WPG Advisers LLC | 7,543 | $95,329.81 | $110,278.66 | $14,948.85 | 15.68% |