| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 17,174 | $3.75M | $4.7M | $944,458.17 | 25.17% |
Brennan Lee Cherokee Insurance Co | 13,100 | $1.53M | $3.37M | $1.84M | 120.45% |
Molly Wheeler Burk Holdings LLC | 16 | $2,706 | $4,348.96 | $1,642.96 | 60.72% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,000 | $393,573.4 | $1.29M | $892,876.65 | 226.86% |
Chan Yu Eleanor Pinpoint Asset Management (Singapore) Pte. Ltd. | 392 | $87,318 | $107,698.08 | $20,380.08 | 23.34% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 14,069 | $2.55M | $3.62M | $1.07M | 41.88% |
Bonnie Courtney Cambridge Financial Group LLC | 2,702 | $426,054 | $695,197.61 | $269,143.61 | 63.17% |
Invested Advisors Invested Advisors | 1,256 | $204,866.56 | $323,156.25 | $118,289.69 | 57.74% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 4,040 | $546,801.17 | $1.04M | $492,650.47 | 90.1% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 7,183 | $1.02M | $1.85M | $827,114.42 | 81.01% |
Eric C. Jansen Finivi Inc. | 1,980 | $306,029.32 | $509,434.22 | $203,404.9 | 66.47% |