| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 152 | $13,042.84 | $20,061.72 | $7,018.88 | 53.81% |
| ML Maseco LLP Maseco LLP | 314 | $37,966 | $41,443.29 | $3,477.29 | 9.16% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,690 | $295,040.21 | $355,039.65 | $59,999.44 | 20.34% |
Jon Lewis Midwest Trust Co | 7,827 | $858,152 | $1.03M | $174,894.59 | 20.38% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 330 | $36,273.75 | $43,555.05 | $7,281.3 | 20.07% |
Lauren Sterling NerdWallet Wealth Partners LLC | 1,553 | $205,385 | $204,972.7 | -$412.3 | -0.2% |
| CTC Caldwell Trust Co Caldwell Trust Co | 805 | $61,799.94 | $106,421 | $44,621.06 | 72.2% |
| FFL Farnam Financial LLC Farnam Financial LLC | 15,619 | $1.64M | $2.06M | $424,043.86 | 25.9% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 3,444 | $381,426.32 | $455,021.28 | $73,594.96 | 19.29% |
David K. Gilmore Equity Wealth Partners LLC | 2,025 | $242,692.76 | $267,705 | $25,012.24 | 10.31% |