| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Coleman Creekside Partners | 25,000 | $649,483 | $655,750 | $6,267 | 0.96% |
| ABA Abraham Blas Arce FFG Partners LLC | 398,150 | $11.13M | $10.43M | -$706,716.25 | -6.35% |
| KGL Kilter Group LLC Kilter Group LLC | 1,899 | $45,035 | $49,715.82 | $4,680.82 | 10.39% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 7,506 | $177,816 | $196,544.61 | $18,728.61 | 10.53% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 402 | $11,216 | $10,522.35 | -$693.65 | -6.18% |