| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stillwater Wealth Management Group Stillwater Wealth Management Group | 139,138 | $6.2M | $6.65M | $447,991.11 | 7.22% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 675 | $30,038 | $32,329.12 | $2,291.12 | 7.63% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 7,364 | $299,386.63 | $354,097.94 | $54,711.31 | 18.27% |
Cole Dimond Caliber Wealth Management LLC / KS | 37,821 | $1.54M | $1.81M | $269,483.61 | 17.48% |
| AS Aryn Sands GK Wealth Management LLC | 29 | $1,364 | $1,378.95 | $14.95 | 1.1% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 44,705 | $1.91M | $2.14M | $233,369.26 | 12.25% |
Jon Lewis Midwest Trust Co | 43,609 | $1.94M | $2.08M | $140,203.06 | 7.21% |