| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DQR Dale Q. Rice Dale Q Rice Investment Management Ltd. | 8,567 | $414,807.63 | $496,543.32 | $81,735.69 | 19.7% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,615 | $71,399 | $94,542.1 | $23,143.1 | 32.41% |
Rossby Financial LLC Rossby Financial LLC | 280 | $12,197 | $16,391.2 | $4,194.2 | 34.39% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 750 | $36,314 | $43,278.75 | $6,964.75 | 19.18% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 25,680 | $1.19M | $1.49M | $301,578.84 | 25.34% |
Tim Thomas Members Wealth LLC | 3,272 | $211,129 | $189,808.72 | -$21,320.28 | -10.1% |
Caldwell Trust Co Caldwell Trust Co | 2,850 | $87,324 | $163,433.25 | $76,109.25 | 87.16% |