| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dwight SpringVest Wealth Management LLC | 31,691 | $897,897.65 | $1.2M | $299,229.87 | 33.33% |
| ECC Elizabeth C. Carr CLG LLC | 16,016 | $406,326.33 | $601,721.12 | $195,394.79 | 48.09% |
Binnacle Investments Inc. Binnacle Investments Inc. | 189,610 | $4.95M | $7.15M | $2.2M | 44.44% |
Cloud Capital Management LLC Cloud Capital Management LLC | 23,658 | $689,103.61 | $890,250.54 | $201,146.93 | 29.19% |
Matthew Chester Tableaux LLC | 5,122 | $205,956 | $193,970.14 | -$11,985.86 | -5.82% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 147,473 | $3.8M | $5.57M | $1.77M | 46.64% |
Matthew Costa Woodside Wealth Management LLC | 15,919 | $489,057.18 | $592,823.56 | $103,766.38 | 21.22% |
North Capital Inc. North Capital Inc. | 150,937 | $4.06M | $5.71M | $1.66M | 40.83% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 5,005 | $129,631.62 | $188,813.62 | $59,182 | 45.65% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 21,311 | $610,451.75 | $807,047.57 | $196,595.82 | 32.2% |
Justin Boggs Optima Capital LLC | 24,207 | $659,872.84 | $909,456.99 | $249,584.15 | 37.82% |
Maseco LLP Maseco LLP | 1.44M | $43.21M | $53.99M | $10.78M | 24.94% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 15,492 | $393,032.16 | $582,266.82 | $189,234.66 | 48.15% |
Jon Lewis Midwest Trust Co | 21,470 | $621,987.51 | $801,153.05 | $179,165.54 | 28.81% |
William P. Ratcliff Rebel Financial LLC | 24,053 | $783,394.35 | $906,557.57 | $123,163.22 | 15.72% |
Molly Wheeler Burk Holdings LLC | 104,370 | $2.92M | $3.9M | $978,911.67 | 33.56% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 57,447 | $1.87M | $2.15M | $278,043.65 | 14.86% |
Bonnie Courtney Cambridge Financial Group LLC | 33,172 | $874,932.39 | $1.25M | $370,676.21 | 42.37% |