| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 6,186 | $162,691.7 | $201,105.62 | $38,413.92 | 23.61% |
Adam Scott Argyle Capital Partners LLC | 15,713 | $372,083.77 | $513,736.53 | $141,652.76 | 38.07% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 20,061 | $545,860 | $652,784.94 | $106,924.94 | 19.59% |
Basepoint Wealth LLC Basepoint Wealth LLC | 44 | $1,225.41 | $1,430.43 | $205.02 | 16.73% |
Invested Advisors Invested Advisors | 10,527 | $280,863.99 | $343,969.72 | $63,105.73 | 22.47% |
Plan A Wealth LLC Plan A Wealth LLC | 23,017 | $569,746.5 | $752,655.9 | $182,909.4 | 32.1% |
Berman McAleer LLC Berman McAleer LLC | 973,941 | $25.63M | $31.67M | $6.05M | 23.6% |
Payne Capital LLC Payne Capital LLC | 289,355 | $8.13M | $9.42M | $1.29M | 15.88% |
David K. Gilmore Equity Wealth Partners LLC | 483,474 | $13.13M | $15.74M | $2.61M | 19.9% |