| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Silane 21 West Wealth Management LLC | 31,802 | $2.87M | $3.03M | $166,830.53 | 5.82% |
Luis A. Galdamez Valtrion Capital Management LLC | 12,211 | $1.03M | $1.16M | $131,240.16 | 12.73% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 9,415 | $848,388.5 | $896,213.85 | $47,825.35 | 5.64% |
Molly Wheeler Burk Holdings LLC | 110 | $9,731 | $10,466.91 | $735.91 | 7.56% |
David W. Young III Clarion Wealth Managment Partners LLC | 100,764 | $9.08M | $9.59M | $510,888.33 | 5.63% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,719 | $797,352.4 | $829,645.11 | $32,292.71 | 4.05% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 3 | $280.14 | $285.46 | $5.32 | 1.9% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 230 | $21,040.63 | $21,899.45 | $858.82 | 4.08% |
David K. Gilmore Equity Wealth Partners LLC | 2,518 | $225,541.24 | $239,751.37 | $14,210.13 | 6.3% |