| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Will Kelleher Lee-Kelleher Wealth Management | 9,500 | $739,955 | $983,155 | $243,200 | 32.87% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 1,697 | $130,042 | $172,720.66 | $42,678.66 | 32.82% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 116 | $8,925.22 | $11,785.14 | $2,859.92 | 32.04% |
Jon Lewis Midwest Trust Co | 6,815 | $589,908.09 | $692,376.74 | $102,468.65 | 17.37% |
| CTC Caldwell Trust Co Caldwell Trust Co | 400 | $34,140 | $40,712 | $6,572 | 19.25% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 1,983 | $181,483.69 | $201,036.54 | $19,552.85 | 10.77% |
Manske Wealth Management Manske Wealth Management | 17,546 | $1.39M | $1.79M | $392,428.42 | 28.16% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 118,869 | $10.16M | $12.3M | $2.14M | 21.06% |