| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 36,677 | $3.3M | $3.84M | $536,526.53 | 16.24% |
William P. Ratcliff Rebel Financial LLC | 25,081 | $2.38M | $2.63M | $241,014.01 | 10.11% |
Lauren Sterling NerdWallet Wealth Partners LLC | 4,277 | $421,618.38 | $447,801.9 | $26,183.52 | 6.21% |
Adam Scott Argyle Capital Partners LLC | 2,107 | $201,471 | $226,881.76 | $25,410.76 | 12.61% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 52 | $4,155.33 | $5,444.4 | $1,289.07 | 31.02% |
Michael Behner Nautilus Advisors LLC | 4,000 | $304,560 | $418,800 | $114,240 | 37.51% |
Bonnie Courtney Cambridge Financial Group LLC | 10,576 | $811,796.69 | $1.11M | $295,510.51 | 36.4% |
United Financial Planning Group LLC United Financial Planning Group LLC | 169 | $15,735.83 | $17,694.3 | $1,958.47 | 12.45% |