| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 1,260 | $206,391.47 | $222,957 | $16,565.53 | 8.03% |
Robert Santos Arrowroot Family Office, LLC | 4,329 | $494,338.84 | $767,142.13 | $272,803.29 | 55.19% |
| HAS Hayley A. Snell LRI Investments, LLC | 50 | $6,682.81 | $8,619.6 | $1,936.79 | 28.98% |
Cannon Wealth Management Services LLC Cannon Wealth Management Services LLC | 31,337 | $4.84M | $5.56M | $719,437.11 | 14.88% |