| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Archer Investment Management LLC Archer Investment Management LLC | 57,487 | $3.17M | $3.81M | $636,657.8 | 20.06% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 4,223 | $233,110 | $279,309.22 | $46,199.22 | 19.82% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 15,376 | $757,848.75 | $1.02M | $257,889.81 | 34.03% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,809 | $138,619.53 | $185,562.54 | $46,943.01 | 33.86% |
| KGL Kilter Group LLC Kilter Group LLC | 261 | $14,092.46 | $17,347.36 | $3,254.9 | 23.1% |
Birchbrook Inc. Birchbrook Inc. | 729 | $37,784.56 | $48,398.31 | $10,613.75 | 28.09% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 31,046 | $1.79M | $2.06M | $274,554.66 | 15.36% |