| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BO Brian Oliveira Clear Street Group Inc. | 814,761 | $19.17M | $22.15M | $2.98M | 15.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 72,212 | $1.7M | $1.95M | $251,293.12 | 14.79% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 13,028 | $336,509.94 | $346,935.64 | $10,425.7 | 3.1% |