| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 2,819 | $363,144.42 | $461,611.25 | $98,466.83 | 27.12% |
| RM Rich Mowrer Brookwood Investment Group LLC | 7,132 | $927,096.57 | $1.17M | $240,768.43 | 25.97% |
Cole Dimond Caliber Wealth Management LLC / KS | 10,710 | $1.31M | $1.75M | $443,965.12 | 33.9% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 2,678 | $378,723 | $438,522.5 | $59,799.5 | 15.79% |
| ML Maseco LLP Maseco LLP | 1 | $146 | $163.7 | $17.7 | 12.12% |
Chris Ryan Ryan Investment Management Inc. | 8,960 | $1.33M | $1.47M | $132,381.99 | 9.92% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,156 | $163,443 | $189,237.2 | $25,794.2 | 15.78% |
Jon Lewis Midwest Trust Co | 3,828 | $517,928.22 | $626,643.6 | $108,715.38 | 20.99% |
Lauren Sterling NerdWallet Wealth Partners LLC | 2,800 | $414,924.2 | $458,360 | $43,435.8 | 10.47% |
United Financial Planning Group LLC United Financial Planning Group LLC | 271 | $39,505.41 | $44,373.54 | $4,868.13 | 12.32% |