| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ML Maseco LLP Maseco LLP | 2.31M | $70.51M | $86.98M | $16.47M | 23.36% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 176,579 | $4.67M | $6.66M | $1.99M | 42.65% |
Jon Lewis Midwest Trust Co | 345,648 | $11M | $13.03M | $2.03M | 18.5% |
Molly Wheeler Burk Holdings LLC | 321,627 | $8.76M | $12.81M | $4.04M | 46.12% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 6,384 | $211,183 | $240,676.8 | $29,493.8 | 13.97% |
Bonnie Courtney Cambridge Financial Group LLC | 544,360 | $14.11M | $20.52M | $6.41M | 45.4% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 16,635 | $581,860.71 | $652,757.4 | $70,896.69 | 12.18% |