| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SCM Spring Capital Management LLC Spring Capital Management LLC | 12,000 | $282,720 | $315,360 | $32,640 | 11.54% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 22,124 | $401,745.04 | $576,772.68 | $175,027.64 | 43.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 99,993 | $2.7M | $2.65M | -$44,328.69 | -1.64% |
Nicholas Holmes Objectivity Squared, LLC | 235,106 | $5.72M | $6.17M | $450,894.08 | 7.88% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 240 | $5,480 | $6,331.2 | $851.2 | 15.53% |
Ashley Meredith Abel Hall, LLC | 10,000 | $230,000 | $265,600 | $35,600 | 15.48% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 9,125 | $244,637.07 | $242,086.25 | -$2,550.82 | -1.04% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 16,548 | $448,782 | $435,212.4 | -$13,569.6 | -3.02% |
| LB Lia Bertelson Mallini Complete Financial Planning LLC | 94,489 | $2.23M | $2.46M | $228,302.04 | 10.24% |
| RZ Rich Zeitz Bravias Capital Group LLC | 9,126 | $241,144.26 | $237,458.52 | -$3,685.74 | -1.53% |