| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 274,753 | $49.99M | $56.05M | $6.05M | 12.11% |
Brennan Lee Cherokee Insurance Co | 5,900 | $710,065 | $1.18M | $469,344.94 | 66.1% |
John H. Bai Credential Securities Inc. | 3,561 | $285,724 | $729,043.53 | $443,319.53 | 155.16% |
Scott Letson Letson Investment Management Inc. | 16,004 | $1.51M | $3.2M | $1.69M | 112.39% |
Frank Tehel October Effect Ltd. | 1,596 | $290,679.11 | $321,163.08 | $30,483.97 | 10.49% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 1,312 | $212,806 | $262,937.92 | $50,131.92 | 23.56% |
Jordan Grabowski Alpha Zero LLC | 2,424 | $460,172 | $484,787.88 | $24,615.88 | 5.35% |
Ryan Westerbeck Brian Low Financial Group LLC | 13,144 | $2.3M | $2.63M | $331,220.29 | 14.43% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 1,189 | $215,409.42 | $243,305.07 | $27,895.65 | 12.95% |
Molly Wheeler Burk Holdings LLC | 70 | $11,574 | $14,301 | $2,727 | 23.56% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1,749 | $310,368.76 | $356,944.66 | $46,575.9 | 15.01% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 39 | $4,694 | $7,954.24 | $3,260.24 | 69.46% |
Caldwell Trust Co Caldwell Trust Co | 23,186 | $1.99M | $4.75M | $2.76M | 138.89% |
Landon Marsh Scott Marsh Financial LLC | 10,152 | $1.85M | $2.08M | $228,319 | 12.35% |
Gibbs Wealth Management Gibbs Wealth Management | 18,341 | $2.63M | $3.75M | $1.12M | 42.7% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,429 | $411,132.3 | $495,856.06 | $84,723.76 | 20.61% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 319 | $50,200.66 | $65,072.81 | $14,872.15 | 29.63% |
Rexford Capital Inc. Rexford Capital Inc. | 5,777 | $1.05M | $1.18M | $133,539.34 | 12.77% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 3,609 | $592,717.03 | $736,488.63 | $143,771.6 | 24.26% |
Birch Financial Group LLC Birch Financial Group LLC | 11,611 | $1.81M | $2.37M | $553,526.11 | 30.55% |