| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 15,492 | $715,753.95 | $863,369.16 | $147,615.21 | 20.62% |
Lauren Sterling NerdWallet Wealth Partners LLC | 18,783 | $1.01M | $1.05M | $32,118.59 | 3.17% |
Molly Wheeler Burk Holdings LLC | 92,183 | $3.37M | $5.14M | $1.77M | 52.62% |
Adam Scott Argyle Capital Partners LLC | 7,459 | $393,686 | $415,690.07 | $22,004.07 | 5.59% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,130 | $182,012 | $285,894.9 | $103,882.9 | 57.07% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 4,499 | $207,705.77 | $250,729.27 | $43,023.5 | 20.71% |
Michael Behner Nautilus Advisors LLC | 46,842 | $1.88M | $2.61M | $734,465.89 | 39.15% |
Bonnie Courtney Cambridge Financial Group LLC | 69,324 | $2.76M | $3.86M | $1.1M | 39.96% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,293 | $68,245 | $72,058.89 | $3,813.89 | 5.59% |
Sarah Byrd Alpha Advisors LLC/VA | 113,836 | $4.57M | $6.34M | $1.78M | 38.9% |