| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 20 | $2,419 | $2,730.8 | $311.8 | 12.89% |
Birchbrook Inc. Birchbrook Inc. | 153 | $13,178.1 | $20,700.13 | $7,522.03 | 57.08% |
Maseco LLP Maseco LLP | 314 | $37,966 | $42,506.18 | $4,540.18 | 11.96% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,696 | $295,833.6 | $363,825.2 | $67,991.6 | 22.98% |
Jon Lewis Midwest Trust Co | 9,837 | $1.12M | $1.32M | $201,040.29 | 17.89% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 330 | $36,273.75 | $44,937.75 | $8,664 | 23.89% |
Lauren Sterling NerdWallet Wealth Partners LLC | 1,553 | $205,385 | $211,572.95 | $6,187.95 | 3.01% |
Adam Scott Argyle Capital Partners LLC | 1,799 | $237,900 | $245,212.69 | $7,312.69 | 3.07% |
Caldwell Trust Co Caldwell Trust Co | 805 | $61,799.94 | $108,171.87 | $46,371.93 | 75.04% |
Farnam Financial LLC Farnam Financial LLC | 14,308 | $1.5M | $1.95M | $442,936.3 | 29.45% |
Sara Amparan Prospera Capital Management LLC | 21,260 | $2.83M | $2.89M | $63,945.6 | 2.26% |
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 3,451 | $382,352 | $469,750.12 | $87,398.12 | 22.86% |
David K. Gilmore Equity Wealth Partners LLC | 2,020 | $242,087.92 | $275,911.8 | $33,823.88 | 13.97% |