| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 325 | $21,863.21 | $26,344.5 | $4,481.29 | 20.5% |
| FFS Fischer Financial Services Inc. Fischer Financial Services Inc. | 143,173 | $9.86M | $11.77M | $1.91M | 19.36% |
| IFA Independence Financial Advisors LLC Independence Financial Advisors LLC | 11,746 | $825,332.05 | $952,130.74 | $126,798.69 | 15.36% |
Birchbrook Inc. Birchbrook Inc. | 16 | $1,225 | $1,296.96 | $71.96 | 5.87% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 29,865 | $2.21M | $2.42M | $212,857.02 | 9.64% |
| CTC Caldwell Trust Co Caldwell Trust Co | 600 | $31,416 | $48,636 | $17,220 | 54.81% |
| SPD Sava Penzisko Drushtvo A.D. Skopje Sava Penzisko Drushtvo A.D. Skopje | 55,086 | $4.21M | $4.54M | $337,126.4 | 8.02% |
Steve Erken Maxele Advisors LLC | 31,463 | $1.89M | $2.61M | $722,692.4 | 38.24% |