| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL Jon Lewis Midwest Trust Co | 27,683 | $14.13M | $21.43M | $7.31M | 51.72% |
| WWL Winnow Wealth LLC Winnow Wealth LLC | 4 | $2,264 | $3,096.76 | $832.76 | 36.78% |
| CCM Cobler Capital Management LLC Cobler Capital Management LLC | 2,947 | $1.53M | $2.28M | $751,710.93 | 49.14% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 1,393 | $570,519.29 | $1.08M | $507,927.38 | 89.03% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 311 | $172,076 | $240,773.09 | $68,697.09 | 39.92% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 398 | $219,978.47 | $308,127.62 | $88,149.15 | 40.07% |