| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 24,037 | $1.08M | $1.29M | $201,783.25 | 18.6% |
Matthew Chester Tableaux LLC | 102,617 | $4.7M | $5.49M | $797,493.85 | 16.98% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 76,277 | $3.3M | $3.95M | $648,736.2 | 19.65% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 318,174 | $11.27M | $16.48M | $5.21M | 46.23% |
Matthew Costa Woodside Wealth Management LLC | 43,894 | $1.77M | $2.27M | $498,165.66 | 28.07% |
| BWL Balance Wealth LLC Balance Wealth LLC | 25,041 | $962,584.11 | $1.3M | $334,038.87 | 34.7% |
| NCI North Capital Inc. North Capital Inc. | 314,380 | $12.52M | $16.28M | $3.76M | 30.06% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 8,009 | $307,867 | $428,721.77 | $120,854.77 | 39.26% |
Justin Boggs Optima Capital LLC | 16,265 | $646,231.97 | $842,201.7 | $195,969.73 | 30.32% |
| ML Maseco LLP Maseco LLP | 2.04M | $92.12M | $105.82M | $13.7M | 14.88% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 18,462 | $747,527.16 | $955,962.36 | $208,435.2 | 27.88% |
Jon Lewis Midwest Trust Co | 7,629 | $323,247.17 | $395,029.62 | $71,782.45 | 22.21% |
Molly Wheeler Burk Holdings LLC | 51 | $2,301 | $2,730.03 | $429.03 | 18.65% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 152,412 | $7.13M | $7.89M | $759,007.81 | 10.64% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 5,451 | $262,743.59 | $282,252.78 | $19,509.19 | 7.43% |