| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 19,999 | $501,974 | $581,970.9 | $79,996.9 | 15.94% |
| AB Allison Brecher Vestwell Advisors LLC | 424,244 | $10.12M | $12.35M | $2.23M | 22.01% |
| JC Jim Cullen Midwestern Financial LLC /IA | 180,295 | $4.3M | $5.25M | $950,147.49 | 22.11% |
| BC Bonnie Courtney Cambridge Financial Group LLC | 174,184 | $3.55M | $5.07M | $1.52M | 42.63% |
| MJ Matthew Jenkins GatePass Capital LLC | 32,097 | $841,911 | $934,022.7 | $92,111.7 | 10.94% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,449 | $38,007 | $42,165.9 | $4,158.9 | 10.94% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 379 | $9,750.26 | $11,028.9 | $1,278.64 | 13.11% |
| AW Adam Weisner Sherman Porfolios LLC | 244,264 | $6.41M | $7.11M | $701,037.41 | 10.94% |
| SC Shuttleworth & Co Shuttleworth & Co | 22,669 | $583,535.66 | $659,667.9 | $76,132.24 | 13.05% |