| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AW Anne-Lise Wiegand SENTINEL TRUST Co. LBA | 4,722 | $205,784.76 | $395,547.77 | $189,763.01 | 92.21% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 14,854 | $418,590.14 | $1.22M | $800,254.83 | 191.18% |
| SE Stuart Evans Mather Group LLC | 10,200 | $547,086 | $833,697 | $286,611 | 52.39% |
| RS Radon Stancil POM Investment Strategies LLC | 41 | $2,680.26 | $3,363.02 | $682.76 | 25.47% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,336 | $313,008.62 | $356,050.64 | $43,042.02 | 13.75% |
Jill Grimes Centurion Wealth Management LLC | 3,244 | $220,021.46 | $266,137.76 | $46,116.3 | 20.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 41,073 | $2.6M | $3.35M | $745,480.84 | 28.64% |
Jared Machen BWM Planning LLC | 139,194 | $8.61M | $11.42M | $2.81M | 32.63% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 350 | $22,143 | $28,539 | $6,396 | 28.88% |
Kevin Serrapede Capstone Wealth Management Group LLC | 8,391 | $530,871.59 | $685,334.92 | $154,463.33 | 29.1% |
Jon Lewis Midwest Trust Co | 3,905 | $315,120 | $320,424.77 | $5,304.77 | 1.68% |