| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Cullen Midwestern Financial LLC /IA | 116,492 | $3.27M | $3.75M | $486,716.35 | 14.9% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 60 | $1,709 | $1,928.99 | $219.99 | 12.87% |
Bonnie Courtney Cambridge Financial Group LLC | 128,796 | $3.1M | $4.18M | $1.08M | 34.69% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1,608 | $45,927.71 | $51,496.2 | $5,568.49 | 12.12% |
Wallace Jones WJ Financial Advisors LLC | 63,801 | $1.79M | $2.08M | $290,642.87 | 16.28% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 702 | $19,221.73 | $22,442.94 | $3,221.21 | 16.76% |
William Mack & Associates Inc. William Mack & Associates Inc. | 28,128 | $807,121.83 | $911,909.76 | $104,787.93 | 12.98% |