| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 5,097 | $216,113 | $230,282.46 | $14,169.46 | 6.56% |
| AB Alan Bewley United Wealth Management LLC | 14,804 | $487,071.88 | $668,844.72 | $181,772.84 | 37.32% |
| LC Linde Carroll Momentous Wealth Management Inc. | 74,684 | $2.51M | $3.37M | $862,679.53 | 34.35% |
David N. Smith Bridge Generations Wealth Management LLC | 7,467 | $245,293.53 | $337,359.06 | $92,065.53 | 37.53% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 741 | $31,742.5 | $33,396.87 | $1,654.37 | 5.21% |
| BK Bud Kahn Wealth Management Strategies Inc. | 25,075 | $909,964.97 | $1.13M | $220,165.28 | 24.19% |
Aspen Capital Management LLC Aspen Capital Management LLC | 91,590 | $3.43M | $4.14M | $706,891.73 | 20.6% |
| ML Maseco LLP Maseco LLP | 987,534 | $39.28M | $44.63M | $5.35M | 13.63% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 32,181 | $1.15M | $1.45M | $299,200.79 | 25.92% |
Molly Wheeler Burk Holdings LLC | 1,048 | $44,435 | $47,364.36 | $2,929.36 | 6.59% |
Bonnie Courtney Cambridge Financial Group LLC | 46,683 | $1.62M | $2.11M | $487,982.34 | 30.11% |