| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 11,599 | $403,931.93 | $520,157.15 | $116,225.22 | 28.77% |
Gibbs Wealth Management Gibbs Wealth Management | 12,204 | $393,443.36 | $547,442.15 | $153,998.79 | 39.14% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 99,616 | $3.94M | $4.47M | $536,162.3 | 13.62% |
Michael Behner Nautilus Advisors LLC | 96,740 | $3.43M | $4.38M | $951,508.93 | 27.77% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 790,070 | $21.32M | $35.6M | $14.28M | 67.01% |
Bonnie Courtney Cambridge Financial Group LLC | 785,237 | $25.41M | $35.49M | $10.08M | 39.67% |
Berman McAleer LLC Berman McAleer LLC | 9,260 | $357,158 | $414,662.8 | $57,504.8 | 16.1% |