| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BO Brian Oliveira Clear Street Group Inc. | 1.99M | $52.53M | $54.59M | $2.06M | 3.92% |
Loyd Stegent Stegent Equity Advisors Inc. | 129,539 | $3.59M | $3.39M | -$200,785.45 | -5.59% |
| PIL PFG Investments LLC PFG Investments LLC | 16,237 | $461,137 | $425,409.4 | -$35,727.6 | -7.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 72,212 | $1.7M | $1.89M | $192,801.4 | 11.35% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 13,028 | $336,509.94 | $341,333.6 | $4,823.66 | 1.43% |