| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Rudek Heritage Wealth Architects Inc. | 535,648 | $23.12M | $29.33M | $6.21M | 26.88% |
| ML Maseco LLP Maseco LLP | 3,700 | $199,874 | $202,612 | $2,738 | 1.37% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 604,491 | $25.81M | $33.1M | $7.3M | 28.28% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 15,738 | $666,683.72 | $861,812.88 | $195,129.16 | 29.27% |
Landon Marsh Scott Marsh Financial LLC | 8,139 | $344,036 | $445,691.64 | $101,655.64 | 29.55% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,241 | $201,575 | $232,237.16 | $30,662.16 | 15.21% |
| BML Berman McAleer LLC Berman McAleer LLC | 1.56M | $70.51M | $85.37M | $14.86M | 21.07% |