| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 5,775 | $201,663.34 | $237,323.63 | $35,660.29 | 17.68% |
| JH Julie Hazzard 10Elms LLP | 4,200 | $123,929.15 | $174,720 | $50,790.85 | 40.98% |
Timothy Dwight SpringVest Wealth Management LLC | 13,384 | $410,529.23 | $538,706 | $128,176.77 | 31.22% |
| KCA Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 20,125 | $562,292.85 | $827,036.9 | $264,744.05 | 47.08% |
Jon Lewis Midwest Trust Co | 129,527 | $4.25M | $5.32M | $1.07M | 25.29% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,535 | $91,211.93 | $104,746.2 | $13,534.27 | 14.84% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 220,496 | $7.77M | $8.87M | $1.1M | 14.17% |