| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 38,424 | $2.71M | $3.25M | $537,166.2 | 19.83% |
Maseco LLP Maseco LLP | 9,296 | $837,523 | $794,157.28 | -$43,365.72 | -5.18% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 2,209 | $164,764.18 | $186,572.14 | $21,807.96 | 13.24% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 8,576 | $611,439.26 | $724,328.96 | $112,889.7 | 18.46% |
Jon Lewis Midwest Trust Co | 4,331 | $308,911.54 | $365,796.26 | $56,884.72 | 18.41% |
Molly Wheeler Burk Holdings LLC | 5 | $375.95 | $422.3 | $46.35 | 12.33% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 305,169 | $22.9M | $25.77M | $2.87M | 12.54% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 63,568 | $3.21M | $5.37M | $2.16M | 67.45% |
Basepoint Wealth LLC Basepoint Wealth LLC | 17,603 | $942,682.89 | $1.49M | $544,066.49 | 57.71% |