| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 56,018 | $2.38M | $2.67M | $290,774.06 | 12.2% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 1,889 | $73,843.76 | $90,167.64 | $16,323.88 | 22.11% |
| PS Paula Spurgeon BankPlus Trust Department | 2,220 | $101,221.24 | $105,967.26 | $4,746.02 | 4.69% |
Jared Calvert Christian Investment Advisors Inc. | 338,432 | $13.53M | $16.52M | $2.98M | 22.03% |
SageOak Financial LLC SageOak Financial LLC | 19,502 | $755,310.7 | $930,888.97 | $175,578.27 | 23.25% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,061 | $79,424.55 | $98,377.71 | $18,953.16 | 23.86% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 50,339 | $2.06M | $2.4M | $343,053.22 | 16.65% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 182,718 | $7.13M | $8.72M | $1.59M | 22.27% |