| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 54 | $9,041.98 | $11,369.16 | $2,327.18 | 25.74% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 2,445 | $409,488.17 | $517,410.9 | $107,922.73 | 26.36% |
Copia Wealth Management Copia Wealth Management | 573 | $94,455.74 | $119,682.51 | $25,226.77 | 26.71% |
Kilter Group LLC Kilter Group LLC | 4 | $632 | $842.16 | $210.16 | 33.25% |
Elite Financial Inc. Elite Financial Inc. | 95,544 | $14.44M | $20.01M | $5.57M | 38.53% |
Binnacle Investments Inc. Binnacle Investments Inc. | 1,063 | $160,490.57 | $222,655.98 | $62,165.41 | 38.73% |
Clark Asset Management LLC Clark Asset Management LLC | 1,340 | $256,580.32 | $280,502.2 | $23,921.88 | 9.32% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 146 | $26,457 | $30,531.52 | $4,074.52 | 15.4% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 50 | $8,841 | $10,468.25 | $1,627.25 | 18.41% |
| LC Leslie Childs MB Levis & Associates LLC | 11,934 | $1.67M | $2.49M | $816,947.48 | 48.79% |
Michael Haskins LWM Advisors Inc. | 37,856 | $6.25M | $7.89M | $1.64M | 26.19% |
Nicole Reese WPG Advisers LLC | 237 | $38,908.55 | $49,897.98 | $10,989.43 | 28.24% |
David Dirks Plum Street Advisors LLC | 3,937 | $625,845.04 | $827,990.47 | $202,145.43 | 32.3% |
Birchbrook Inc. Birchbrook Inc. | 170 | $26,406.67 | $35,592.05 | $9,185.38 | 34.78% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 1,229 | $233,007 | $258,237.48 | $25,230.48 | 10.83% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 22 | $3,890 | $4,650.03 | $760.03 | 19.54% |
Jon Lewis Midwest Trust Co | 15,839 | $2.51M | $3.31M | $801,451.38 | 31.98% |
Molly Wheeler Burk Holdings LLC | 26 | $4,929 | $5,430.88 | $501.88 | 10.18% |
Caldwell Trust Co Caldwell Trust Co | 2,987 | $385,987.76 | $623,237.55 | $237,249.79 | 61.47% |
David W. Young III Clarion Wealth Managment Partners LLC | 5,300 | $837,054.07 | $1.11M | $275,362.93 | 32.9% |