| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Sommer St. Clair Advisors LLC | 85,995 | $8.45M | $9.08M | $630,761.42 | 7.47% |
| MWM McMill Wealth Management McMill Wealth Management | 27M | $3.05B | $2.86B | -$191.41M | -6.28% |
Rossby Financial LLC Rossby Financial LLC | 41 | $4,164 | $4,328.37 | $164.37 | 3.95% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 103 | $10,233.72 | $10,893.79 | $660.07 | 6.45% |
Ameriflex Group Inc. Ameriflex Group Inc. | 52 | $5,215 | $5,489.64 | $274.64 | 5.27% |
Copia Wealth Management Copia Wealth Management | 33 | $3,262.41 | $3,482.32 | $219.91 | 6.74% |
Birchbrook Inc. Birchbrook Inc. | 34 | $3,841 | $3,598.05 | -$242.95 | -6.33% |
Jon Lewis Midwest Trust Co | 2,096 | $205,890.03 | $221,274.72 | $15,384.69 | 7.47% |
Caldwell Trust Co Caldwell Trust Co | 450 | $45,039.05 | $47,592 | $2,552.95 | 5.67% |
Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 2,250 | $254,182.5 | $237,082.5 | -$17,100 | -6.73% |