| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 57,551 | $1.51M | $2.1M | $589,886.69 | 39.12% |
Justin Boggs Optima Capital LLC | 8,252 | $243,301.82 | $303,591.08 | $60,289.26 | 24.78% |
Maseco LLP Maseco LLP | 32,724 | $1M | $1.2M | $193,156.9 | 19.22% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,960 | $66,665.71 | $71,618.4 | $4,952.69 | 7.43% |
Jon Lewis Midwest Trust Co | 36,006 | $1.07M | $1.31M | $245,196.92 | 22.94% |
William P. Ratcliff Rebel Financial LLC | 6,983 | $228,565.51 | $254,704.92 | $26,139.41 | 11.44% |
Lauren Sterling NerdWallet Wealth Partners LLC | 12,683 | $397,993 | $462,802.67 | $64,809.67 | 16.28% |
Molly Wheeler Burk Holdings LLC | 12,090 | $302,969.79 | $441,285 | $138,315.21 | 45.65% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 41,932 | $1.37M | $1.53M | $161,857.94 | 11.79% |
Bonnie Courtney Cambridge Financial Group LLC | 243,898 | $6.24M | $8.97M | $2.73M | 43.72% |