| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 5 | $183.4 | $205.7 | $22.3 | 12.16% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,001 | $294,290 | $329,161.14 | $34,871.14 | 11.85% |
| BS Benjamin Schmitt Finward Bancorp | 128,771 | $3.62M | $5.3M | $1.68M | 46.35% |
| PHO Paul H. O'Leary Raffles Associates LP | 26,580 | $1.23M | $1.11M | -$116,852.36 | -9.51% |
Kevin Kroskey True Wealth Design LLC | 7 | $224.93 | $292.53 | $67.6 | 30.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 2 | $71.71 | $82.28 | $10.57 | 14.74% |
Caldwell Trust Co Caldwell Trust Co | 40,430 | $892,158.8 | $1.7M | $805,852.68 | 90.33% |