| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 65,648 | $4.27M | $5.12M | $849,133.62 | 19.87% |
Maseco LLP Maseco LLP | 282,786 | $18.01M | $22.03M | $4.02M | 22.34% |
Jon Lewis Midwest Trust Co | 1.33M | $85.14M | $103.05M | $17.91M | 21.03% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 11,627 | $744,817.47 | $906,033.97 | $161,216.5 | 21.65% |
Molly Wheeler Burk Holdings LLC | 188,591 | $12.53M | $14.63M | $2.1M | 16.74% |
Caldwell Trust Co Caldwell Trust Co | 2,985 | $194,264.1 | $231,262.87 | $36,998.77 | 19.05% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 28,262 | $1.97M | $2.2M | $220,701.77 | 11.18% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,131 | $111,856 | $165,259.05 | $53,403.05 | 47.74% |
Bonnie Courtney Cambridge Financial Group LLC | 36,145 | $2.21M | $2.83M | $622,013.61 | 28.11% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,210 | $219,771 | $249,978.75 | $30,207.75 | 13.75% |
Virtue Asset Management LLC Virtue Asset Management LLC | 18,657 | $1.28M | $1.46M | $181,812.68 | 14.23% |
Sarah Byrd Alpha Advisors LLC/VA | 26,288 | $2.16M | $2.05M | -$119,359.16 | -5.51% |
Adam Weisner Sherman Porfolios LLC | 79,900 | $5.58M | $6.23M | $650,622.5 | 11.66% |