| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Azous Rareview Capital LLC | 4,946 | $210,847.98 | $212,504.89 | $1,656.91 | 0.79% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 5,965 | $254,288 | $256,584.47 | $2,296.47 | 0.9% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 73,570 | $2.54M | $3.16M | $620,071.98 | 24.4% |
Clark Asset Management LLC Clark Asset Management LLC | 15,225 | $445,635.76 | $653,304.75 | $207,668.99 | 46.6% |