| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 8,009 | $307,867 | $413,945.16 | $106,078.16 | 34.46% |
Justin Boggs Optima Capital LLC | 16,245 | $645,198.16 | $839,622.82 | $194,424.66 | 30.13% |
| ML Maseco LLP Maseco LLP | 1.84M | $81.52M | $94.99M | $13.47M | 16.53% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 18,462 | $747,527.16 | $951,716.1 | $204,188.94 | 27.32% |
Jon Lewis Midwest Trust Co | 7,800 | $330,490.72 | $402,987 | $72,496.28 | 21.94% |
Molly Wheeler Burk Holdings LLC | 51 | $2,301 | $2,635.42 | $334.42 | 14.53% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 160,455 | $7.51M | $8.29M | $782,213.96 | 10.42% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 5,451 | $262,743.59 | $281,680.42 | $18,936.83 | 7.21% |