| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KGL Kilter Group LLC Kilter Group LLC | 55 | $1,058 | $1,106.05 | $48.05 | 4.54% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 21,885 | $382,260.8 | $440,107.35 | $57,846.55 | 15.13% |
Molly Wheeler Burk Holdings LLC | 1,156 | $22,230 | $23,368.54 | $1,138.54 | 5.12% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 61,657 | $1.16M | $1.24M | $87,354.49 | 7.56% |