| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL Jon Lewis Midwest Trust Co | 161,210 | $5.79M | $7.12M | $1.33M | 22.95% |
| WPR William P. Ratcliff Rebel Financial LLC | 30,562 | $1.1M | $1.35M | $255,181.24 | 23.3% |
| LS Lauren Sterling NerdWallet Wealth Partners LLC | 62,617 | $2.42M | $2.77M | $351,907.23 | 14.57% |
| MW Molly Wheeler Burk Holdings LLC | 11,307 | $392,513.31 | $499,656.33 | $107,143.02 | 27.3% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 12,233 | $394,369.91 | $540,576.27 | $146,206.36 | 37.07% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 100,980 | $3.99M | $4.46M | $470,713.19 | 11.79% |
| MB Michael Behner Nautilus Advisors LLC | 91,167 | $3.18M | $4.03M | $851,075.9 | 26.78% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 790,195 | $21.32M | $34.92M | $13.6M | 63.79% |
| BC Bonnie Courtney Cambridge Financial Group LLC | 757,454 | $24.18M | $33.47M | $9.29M | 38.44% |
| BML Berman McAleer LLC Berman McAleer LLC | 9,260 | $357,158 | $409,199.4 | $52,041.4 | 14.57% |