| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ML Maseco LLP Maseco LLP | 2,228 | $419,862.66 | $476,624.9 | $56,762.24 | 13.52% |
Robert Amato Compass Wealth Management LLC/GA | 11,239 | $2.04M | $2.41M | $365,349.84 | 17.89% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 365 | $69,924.99 | $78,082.62 | $8,157.63 | 11.67% |
Jon Lewis Midwest Trust Co | 8,670 | $1.59M | $1.85M | $262,051.95 | 16.45% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 7,040 | $1.28M | $1.51M | $226,582.4 | 17.71% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 4,784 | $754,909.65 | $1.02M | $268,507.55 | 35.57% |
Erik Bonnett Tripletail Wealth Management LLC | 11,822 | $2.19M | $2.53M | $343,148.89 | 15.7% |
Molly Wheeler Burk Holdings LLC | 2,466 | $467,857.92 | $527,144.49 | $59,286.57 | 12.67% |
| CTC Caldwell Trust Co Caldwell Trust Co | 78,387 | $10.66M | $16.76M | $6.1M | 57.26% |
| FFL Farnam Financial LLC Farnam Financial LLC | 11,901 | $2.24M | $2.55M | $302,518.92 | 13.48% |
Eugene Siklos PJT Investments Corp | 247,955 | $46.1M | $53.04M | $6.95M | 15.07% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 1,809 | $306,180.89 | $386,700.88 | $80,519.99 | 26.3% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 6,493 | $1.13M | $1.39M | $257,938.31 | 22.83% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 11,865 | $2.26M | $2.54M | $274,888 | 12.15% |
Michael Behner Nautilus Advisors LLC | 2,813 | $495,772.34 | $600,462.98 | $104,690.64 | 21.12% |
Brent Garcia Broadwater Capital Management LLC | 71 | $11,204 | $15,177.31 | $3,973.31 | 35.46% |
| ESL Element Squared LLC Element Squared LLC | 96,856 | $18.55M | $20.7M | $2.16M | 11.63% |
IFS Group LLC IFS Group LLC | 5,982 | $1.14M | $1.28M | $138,362.78 | 12.13% |
Matthew Jenkins GatePass Capital LLC | 1,347 | $236,005.66 | $287,941.45 | $51,935.79 | 22.01% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 102 | $19,571.13 | $21,804.03 | $2,232.9 | 11.41% |