| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Investment Research Partners LLC Investment Research Partners LLC | 8,968 | $614,128.23 | $707,440.68 | $93,312.45 | 15.19% |
Maseco LLP Maseco LLP | 454 | $34,404 | $35,831.95 | $1,427.95 | 4.15% |
James V. Thompson Jr. Bulwark Capital Corp | 816 | $52,174.94 | $64,158 | $11,983.06 | 22.97% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,685 | $107,942.44 | $132,803.27 | $24,860.83 | 23.03% |
Jon Lewis Midwest Trust Co | 6,895 | $451,859.35 | $543,050.2 | $91,190.85 | 20.18% |
Ryan Westerbeck Brian Low Financial Group LLC | 6,214 | $398,986.85 | $488,420.4 | $89,433.55 | 22.42% |
Erik Bonnett Tripletail Wealth Management LLC | 800 | $54,888 | $63,108 | $8,220 | 14.98% |
Caldwell Trust Co Caldwell Trust Co | 166 | $9,563.35 | $13,069.18 | $3,505.83 | 36.66% |
Rexford Capital Inc. Rexford Capital Inc. | 590 | $44,716 | $46,547.81 | $1,831.81 | 4.1% |
Michael Behner Nautilus Advisors LLC | 5,491 | $413,955 | $434,283.19 | $20,328.19 | 4.91% |
Bonnie Courtney Cambridge Financial Group LLC | 46,382 | $2.68M | $3.67M | $984,635.33 | 36.71% |
Steinberganna Wealth Management Steinberganna Wealth Management | 2,652 | $200,996 | $210,117.96 | $9,121.96 | 4.54% |
Invested Advisors Invested Advisors | 5,210 | $356,502.3 | $411,902.08 | $55,399.78 | 15.54% |
Darrell T. Roberts American Wealth Advisors LLC | 6,263 | $426,691.59 | $493,994.12 | $67,302.53 | 15.77% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 128 | $8,791.29 | $10,067.2 | $1,275.91 | 14.51% |