| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anna Christine Golden Reserve Retirement LLC | 1.53M | $38.39M | $49.59M | $11.2M | 29.18% |
| RM Rich Mowrer Brookwood Investment Group LLC | 30,264 | $888,664.33 | $967,540.08 | $78,875.75 | 8.88% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 10,866 | $255,503.27 | $350,970.71 | $95,467.44 | 37.36% |
Nicole Reese WPG Advisers LLC | 7,566 | $195,526.69 | $245,819.34 | $50,292.65 | 25.72% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 27 | $674 | $873.45 | $199.45 | 29.59% |
Investment Research Partners LLC Investment Research Partners LLC | 13,554 | $386,998.17 | $436,032.18 | $49,034.01 | 12.67% |
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 6,182 | $223,345 | $199,214.95 | -$24,130.05 | -10.8% |
Justin Boggs Optima Capital LLC | 19,516 | $545,656.68 | $633,294.2 | $87,637.52 | 16.06% |
Birchbrook Inc. Birchbrook Inc. | 10,520 | $248,482.4 | $338,218 | $89,735.6 | 36.11% |
Maseco LLP Maseco LLP | 222 | $6,319 | $7,133.97 | $814.97 | 12.9% |
Todd Iglehart Family Legacy Financial Solutions LLC | 232,715 | $6.14M | $7.5M | $1.37M | 22.25% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,192 | $56,023.22 | $70,319.36 | $14,296.14 | 25.52% |
Jon Lewis Midwest Trust Co | 326,389 | $8.26M | $10.45M | $2.19M | 26.56% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 111,356 | $3.17M | $3.6M | $429,277.38 | 13.54% |
Molly Wheeler Burk Holdings LLC | 5,650 | $164,301.93 | $180,800 | $16,498.07 | 10.04% |
Caldwell Trust Co Caldwell Trust Co | 3,827 | $78,884.24 | $122,444.86 | $43,560.62 | 55.22% |
Farnam Financial LLC Farnam Financial LLC | 25,900 | $698,295.63 | $834,627.5 | $136,331.87 | 19.52% |
Landon Marsh Scott Marsh Financial LLC | 9,852 | $249,255 | $316,938.84 | $67,683.84 | 27.15% |
Matthew J. Darcy Seneca Financial Advisors LLC | 712,389 | $18.84M | $22.98M | $4.14M | 21.99% |
Michael Behner Nautilus Advisors LLC | 24,518 | $633,540.7 | $794,873.56 | $161,332.86 | 25.47% |