| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Longview Financial Advisors LLC Longview Financial Advisors LLC | 22 | $3,890 | $4,891.48 | $1,001.48 | 25.74% |
Jon Lewis Midwest Trust Co | 16,405 | $2.6M | $3.65M | $1.05M | 40.56% |
Molly Wheeler Burk Holdings LLC | 26 | $4,929 | $5,780.84 | $851.84 | 17.28% |
| CTC Caldwell Trust Co Caldwell Trust Co | 2,987 | $385,987.76 | $664,129.58 | $278,141.82 | 72.06% |
David W. Young III Clarion Wealth Managment Partners LLC | 5,285 | $833,736.17 | $1.18M | $341,330.73 | 40.94% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 19,900 | $3.75M | $4.42M | $675,633.24 | 18.02% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 81 | $12,863.56 | $18,009.54 | $5,145.98 | 40% |
Brent Garcia Broadwater Capital Management LLC | 15 | $2,330 | $3,335.1 | $1,005.1 | 43.14% |
Bonnie Courtney Cambridge Financial Group LLC | 1,100 | $193,829.83 | $244,574 | $50,744.17 | 26.18% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 755 | $136,831.24 | $167,866.7 | $31,035.46 | 22.68% |
Invested Advisors Invested Advisors | 2,352 | $427,136.51 | $522,943.68 | $95,807.17 | 22.43% |
Darrell T. Roberts American Wealth Advisors LLC | 3,410 | $603,165.97 | $758,179.4 | $155,013.43 | 25.7% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 39 | $6,786 | $8,671.26 | $1,885.26 | 27.78% |
Steve Erken Maxele Advisors LLC | 5,308 | $885,527.4 | $1.18M | $294,653.32 | 33.27% |