| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 13,241 | $4.62M | $5.52M | $906,371.38 | 19.63% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 992 | $261,533.99 | $417,086.4 | $155,552.41 | 59.48% |
Molly Wheeler Burk Holdings LLC | 2 | $724 | $834.55 | $110.55 | 15.27% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 66 | $23,871 | $27,594.27 | $3,723.27 | 15.6% |
Caldwell Trust Co Caldwell Trust Co | 168 | $47,917.66 | $69,924.96 | $22,007.3 | 45.93% |
Gibbs Wealth Management Gibbs Wealth Management | 1,226 | $374,339.96 | $512,161.5 | $137,821.54 | 36.82% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,797 | $671,071.56 | $751,334.68 | $80,263.12 | 11.96% |
Matthew J. Darcy Seneca Financial Advisors LLC | 14,138 | $3.01M | $5.95M | $2.94M | 97.53% |
Bonnie Courtney Cambridge Financial Group LLC | 8,962 | $3.07M | $3.77M | $701,417.55 | 22.83% |
Formulate Financial LLC Formulate Financial LLC | 26,128 | $9.56M | $10.86M | $1.3M | 13.65% |
Berman McAleer LLC Berman McAleer LLC | 5,687 | $2.08M | $2.37M | $291,426.33 | 14.02% |
Manske Wealth Management Manske Wealth Management | 954 | $390,663 | $400,393.8 | $9,730.8 | 2.49% |