| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Topsail Wealth Management LLC Topsail Wealth Management LLC | 20 | $2,369 | $2,733.4 | $364.4 | 15.38% |
| GCS Gene C. Sulzberger Sulzberger Capital Advisors Inc. | 3,863 | $405,769.24 | $509,993.28 | $104,224.04 | 25.69% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 3,365 | $353,232.27 | $460,466.6 | $107,234.33 | 30.36% |
| BK Bud Kahn Wealth Management Strategies Inc. | 3,975 | $431,987.79 | $524,779.52 | $92,791.73 | 21.48% |
Ameriflex Group Inc. Ameriflex Group Inc. | 363 | $48,003 | $49,901.61 | $1,898.61 | 3.96% |
| KGL Kilter Group LLC Kilter Group LLC | 3 | $362.88 | $410.52 | $47.64 | 13.13% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 4,139 | $441,209.75 | $565,677.13 | $124,467.38 | 28.21% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 145,129 | $15.22M | $19.16M | $3.94M | 25.86% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 1,855 | $203,364.76 | $244,897.11 | $41,532.35 | 20.42% |
| SL SFM LLC SFM LLC | 8,862 | $777,449.58 | $1.17M | $392,511.7 | 50.49% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 450 | $54,432 | $59,409 | $4,977 | 9.14% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 56 | $6,287 | $7,393.12 | $1,106.12 | 17.59% |
Aspen Capital Management LLC Aspen Capital Management LLC | 3,953 | $387,907.57 | $521,875.08 | $133,967.51 | 34.54% |
Patricia Frisch ANB Bank | 9,318 | $973,548.18 | $1.27M | $299,942.88 | 30.81% |
Nicole Reese WPG Advisers LLC | 20 | $2,419 | $2,640.4 | $221.4 | 9.15% |
Birchbrook Inc. Birchbrook Inc. | 152 | $13,042.84 | $20,067.04 | $7,024.2 | 53.85% |
| ML Maseco LLP Maseco LLP | 314 | $37,966 | $41,454.28 | $3,488.28 | 9.19% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,696 | $295,833.6 | $355,925.93 | $60,092.33 | 20.31% |
Jon Lewis Midwest Trust Co | 9,837 | $1.12M | $1.3M | $174,726.36 | 15.55% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 330 | $36,273.75 | $43,566.6 | $7,292.85 | 20.11% |