| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Longview Financial Advisors LLC Longview Financial Advisors LLC | 515 | $84,739 | $94,626.11 | $9,887.11 | 11.67% |
Jon Lewis Midwest Trust Co | 25,836 | $3.89M | $4.75M | $860,096.29 | 22.13% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 23,119 | $3.88M | $4.25M | $365,280.43 | 9.41% |
Molly Wheeler Burk Holdings LLC | 9 | $1,396 | $1,653.66 | $257.66 | 18.46% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 12,437 | $1.18M | $2.29M | $1.11M | 93.76% |
Matthew J. Darcy Seneca Financial Advisors LLC | 1,353 | $203,490.92 | $248,600.23 | $45,109.31 | 22.17% |
IFS Group LLC IFS Group LLC | 12,637 | $2.08M | $2.32M | $238,314.24 | 11.44% |