| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 17 | $529.38 | $632.61 | $103.23 | 19.5% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 8,276 | $251,306.24 | $299,690.51 | $48,384.27 | 19.25% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 31,685 | $1M | $1.15M | $146,044.68 | 14.59% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 7,999 | $265,965 | $289,659.79 | $23,694.79 | 8.91% |
Michael Bailey MGB Wealth Management, LLC | 155 | $4,854.23 | $5,612.86 | $758.63 | 15.63% |
Teresa Coleman Creekside Partners | 16,944 | $551,000.27 | $613,576.13 | $62,575.86 | 11.36% |
| RN Ron New Whipplewood Advisors LLC | 34,730 | $1.11M | $1.26M | $148,203.19 | 13.36% |
| SC Shawn Clark Accredited Wealth Management LLC | 83,872 | $2.9M | $3.04M | $140,284.57 | 4.84% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 43,413 | $1.34M | $1.63M | $297,669.65 | 22.29% |