| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 17 | $529.38 | $602.26 | $72.88 | 13.77% |
| WL William LeVay Fca Corp /TX | 15,960 | $527,225.04 | $565,414.92 | $38,189.88 | 7.24% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 8,276 | $251,306.24 | $297,894.62 | $46,588.38 | 18.54% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 31,685 | $1M | $1.15M | $152,001.46 | 15.18% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 7,999 | $265,965 | $291,163.6 | $25,198.6 | 9.47% |
Michael Bailey MGB Wealth Management, LLC | 155 | $4,854.23 | $5,642 | $787.77 | 16.23% |
Teresa Coleman Creekside Partners | 16,944 | $551,000.27 | $616,761.6 | $65,761.33 | 11.93% |
| RN Ron New Whipplewood Advisors LLC | 34,730 | $1.11M | $1.26M | $154,732.43 | 13.95% |
| SC Shawn Clark Accredited Wealth Management LLC | 83,872 | $2.9M | $3.05M | $156,052.51 | 5.39% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 43,413 | $1.34M | $1.56M | $227,101.81 | 17% |