| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ECC Elizabeth C. Carr CLG LLC | 300,514 | $10.55M | $11.19M | $642,801.91 | 6.1% |
Robert M. Mangold Jr. Greenbush Financial Group LLC | 549,400 | $17.82M | $20.45M | $2.64M | 14.79% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 79,910 | $2.57M | $2.98M | $404,281.25 | 15.73% |
| RM Rich Mowrer Brookwood Investment Group LLC | 33,349 | $1.09M | $1.24M | $153,316.99 | 14.09% |
David R. Hess Wealth Management Associates Inc. | 8,260 | $290,617.09 | $307,519.8 | $16,902.71 | 5.82% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 34,663 | $1.2M | $1.29M | $90,463.65 | 7.54% |
Michael Behner Nautilus Advisors LLC | 31,003 | $975,756.98 | $1.15M | $178,484.71 | 18.29% |
Base Wealth Management LLC Base Wealth Management LLC | 321,993 | $10.11M | $11.99M | $1.88M | 18.6% |