| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ECC Elizabeth C. Carr CLG LLC | 47,725 | $2.08M | $2.36M | $273,948.63 | 13.15% |
Candy Palugi Claris Financial LLC | 250,591 | $11.13M | $12.34M | $1.21M | 10.86% |
PTM Wealth Management LLC PTM Wealth Management LLC | 15,015 | $670,230.14 | $734,834.1 | $64,603.96 | 9.64% |
Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 88,281 | $4.08M | $4.36M | $274,553.8 | 6.73% |
Rydar Equities Inc. Rydar Equities Inc. | 905 | $42,605 | $43,716.02 | $1,111.02 | 2.61% |
Cole Dimond Caliber Wealth Management LLC / KS | 17,513 | $780,903.45 | $861,902.29 | $80,998.84 | 10.37% |
QTR Family Wealth LLC QTR Family Wealth LLC | 29,739 | $1.33M | $1.46M | $136,944.39 | 10.33% |
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 36,604 | $1.67M | $1.79M | $118,952.97 | 7.12% |
Adam Scott Argyle Capital Partners LLC | 32,412 | $1.44M | $1.6M | $152,041.41 | 10.53% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 18,918 | $825,568.12 | $929,914.29 | $104,346.17 | 12.64% |
Caldwell Trust Co Caldwell Trust Co | 759 | $34,137.16 | $37,384.54 | $3,247.38 | 9.51% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 133,757 | $6.19M | $6.58M | $392,368.1 | 6.34% |
IFS Group LLC IFS Group LLC | 81,839 | $3.77M | $4M | $228,796.09 | 6.06% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 256 | $11,799.89 | $12,573.44 | $773.55 | 6.56% |