| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David N. Smith Bridge Generations Wealth Management LLC | 17,946 | $682,692.09 | $846,512.82 | $163,820.73 | 24% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,297 | $55,292.61 | $61,198.94 | $5,906.33 | 10.68% |
| BK Bud Kahn Wealth Management Strategies Inc. | 124,143 | $4.75M | $5.86M | $1.11M | 23.28% |
Linda M. Cash Hicks Capital Management LLC | 18,410 | $659,261.75 | $869,504.3 | $210,242.55 | 31.89% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 18,148 | $565,257.34 | $857,130.04 | $291,872.7 | 51.64% |
Aspen Capital Management LLC Aspen Capital Management LLC | 114,276 | $4.3M | $5.4M | $1.09M | 25.42% |
| ML Maseco LLP Maseco LLP | 2.02M | $80.15M | $95.52M | $15.37M | 19.18% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 71,062 | $2.78M | $3.35M | $568,364.57 | 20.46% |
Molly Wheeler Burk Holdings LLC | 2,424 | $99,602 | $114,376.44 | $14,774.44 | 14.83% |
Bonnie Courtney Cambridge Financial Group LLC | 34,956 | $1.2M | $1.64M | $441,265.86 | 36.73% |