| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Warner Group LLC Warner Group LLC | 438 | $223,142 | $238,504.14 | $15,362.14 | 6.88% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 92 | $41,097.21 | $50,225.56 | $9,128.35 | 22.21% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 36 | $16,779 | $19,638.36 | $2,859.36 | 17.04% |
Jon Lewis Midwest Trust Co | 42,923 | $19.93M | $23.5M | $3.57M | 17.91% |
Brennan Lee Cherokee Insurance Co | 486 | $235,939.82 | $258,863.04 | $22,923.22 | 9.72% |
John H. Bai Credential Securities Inc. | 3,627 | $622,894.35 | $1.97M | $1.35M | 216.41% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 1,362 | $638,010.69 | $741,895.02 | $103,884.33 | 16.28% |
Frank Tehel October Effect Ltd. | 1,210 | $560,399.72 | $642,255.9 | $81,856.18 | 14.61% |
Jordan Grabowski Alpha Zero LLC | 734 | $376,924 | $389,643.9 | $12,719.9 | 3.37% |
Erik Bonnett Tripletail Wealth Management LLC | 177 | $81,975.78 | $96,413.67 | $14,437.89 | 17.61% |
Molly Wheeler Burk Holdings LLC | 17 | $10,275 | $9,300.7 | -$974.3 | -9.48% |
Adam Scott Argyle Capital Partners LLC | 1,272 | $622,209.91 | $694,779.12 | $72,569.21 | 11.66% |
Boreal Capital Management LLC Boreal Capital Management LLC | 111 | $52,165.98 | $60,615.43 | $8,449.45 | 16.2% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 501 | $243,745.33 | $273,095.1 | $29,349.77 | 12.04% |
Caldwell Trust Co Caldwell Trust Co | 6,394 | $2.56M | $3.51M | $951,248.93 | 37.14% |
Bryce Maxwell Westerkirk Capital Inc. | 4,728 | $2.26M | $2.57M | $313,157.78 | 13.85% |
Landon Marsh Scott Marsh Financial LLC | 830 | $384,854 | $450,109 | $65,255 | 16.96% |
Gibbs Wealth Management Gibbs Wealth Management | 783 | $427,949.71 | $427,251.78 | -$697.93 | -0.16% |
David W. Young III Clarion Wealth Managment Partners LLC | 586 | $272,050.69 | $311,772.51 | $39,721.82 | 14.6% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,192 | $586,881.28 | $650,438.62 | $63,557.34 | 10.83% |