| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ML Maseco LLP Maseco LLP | 1,893 | $108,634.29 | $117,479.58 | $8,845.29 | 8.14% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,024 | $56,448.5 | $63,549.44 | $7,100.94 | 12.58% |
Jon Lewis Midwest Trust Co | 10,474 | $592,150.6 | $650,016.45 | $57,865.85 | 9.77% |
William P. Ratcliff Rebel Financial LLC | 279,279 | $15.86M | $17.33M | $1.47M | 9.25% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 39,336 | $2.24M | $2.49M | $251,168.29 | 11.22% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 25,921 | $1.36M | $1.61M | $251,952.08 | 18.57% |
Jordan Grabowski Alpha Zero LLC | 23,154 | $1.29M | $1.44M | $146,903.68 | 11.39% |
| CTC Caldwell Trust Co Caldwell Trust Co | 13,669 | $538,389.68 | $848,298.15 | $309,908.47 | 57.56% |
Landon Marsh Scott Marsh Financial LLC | 17,402 | $910,836 | $1.08M | $169,132.14 | 18.57% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 434,660 | $23.56M | $26.98M | $3.42M | 14.5% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,105 | $404,832.79 | $440,936.31 | $36,103.52 | 8.92% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 425,308 | $24.16M | $26.39M | $2.23M | 9.24% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 10,275 | $576,817.23 | $637,666.51 | $60,849.28 | 10.55% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,684 | $95,752.27 | $106,327.76 | $10,575.49 | 11.04% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 296 | $17,452.49 | $18,369.76 | $917.27 | 5.26% |