| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David N. Smith Bridge Generations Wealth Management LLC | 5,199 | $175,163.47 | $238,608.1 | $63,444.63 | 36.22% |
Navigoe LLC Navigoe LLC | 54,019 | $1.95M | $2.49M | $535,017.21 | 27.41% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,771 | $68,279.63 | $81,944.17 | $13,664.54 | 20.01% |
| BK Bud Kahn Wealth Management Strategies Inc. | 8,982 | $311,528.46 | $417,303.72 | $105,775.26 | 33.95% |
Aspen Capital Management LLC Aspen Capital Management LLC | 19,473 | $748,344.41 | $905,105.04 | $156,760.63 | 20.95% |
Maseco LLP Maseco LLP | 594,139 | $22.82M | $27.36M | $4.54M | 19.91% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 34,136 | $1.19M | $1.58M | $392,710.87 | 33.07% |
Jon Lewis Midwest Trust Co | 10,205 | $413,474.83 | $469,838.2 | $56,363.37 | 13.63% |
Molly Wheeler Burk Holdings LLC | 369 | $15,634.51 | $16,988.76 | $1,354.25 | 8.66% |
Bonnie Courtney Cambridge Financial Group LLC | 28,925 | $1.08M | $1.34M | $255,419.67 | 23.57% |