| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Chester Tableaux LLC | 5,122 | $205,956 | $198,938.48 | -$7,017.52 | -3.41% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 147,505 | $3.8M | $5.53M | $1.73M | 45.66% |
Matthew Costa Woodside Wealth Management LLC | 15,919 | $489,057.18 | $597,280.88 | $108,223.7 | 22.13% |
| NCI North Capital Inc. North Capital Inc. | 150,937 | $4.06M | $5.66M | $1.61M | 39.6% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 5,005 | $129,631.62 | $187,787.6 | $58,155.98 | 44.86% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 18,371 | $494,880.41 | $689,279.92 | $194,399.51 | 39.28% |
Justin Boggs Optima Capital LLC | 24,207 | $659,872.84 | $908,246.64 | $248,373.8 | 37.64% |
| ML Maseco LLP Maseco LLP | 1.44M | $43.21M | $54.09M | $10.88M | 25.18% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 15,492 | $393,032.16 | $581,259.84 | $188,227.68 | 47.89% |
Jon Lewis Midwest Trust Co | 21,470 | $621,987.51 | $805,554.4 | $183,566.89 | 29.51% |
William P. Ratcliff Rebel Financial LLC | 24,053 | $783,394.35 | $902,468.56 | $119,074.21 | 15.2% |
Molly Wheeler Burk Holdings LLC | 104,370 | $2.92M | $4.1M | $1.19M | 40.7% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 57,447 | $1.87M | $2.16M | $284,362.82 | 15.2% |
Bonnie Courtney Cambridge Financial Group LLC | 33,172 | $874,932.39 | $1.24M | $369,681.05 | 42.25% |