| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Boggs Optima Capital LLC | 15,366 | $746,072.54 | $1.09M | $339,074.38 | 45.45% |
Birchbrook Inc. Birchbrook Inc. | 190,147 | $9.26M | $13.43M | $4.17M | 45.08% |
Horan Wealth LLC Horan Wealth LLC | 45,256 | $2.78M | $3.3M | $524,037.82 | 18.88% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 27,391 | $1.52M | $1.93M | $409,830.82 | 26.88% |
| ML Maseco LLP Maseco LLP | 36,882 | $2.34M | $2.6M | $266,174.24 | 11.38% |
Chris Ryan Ryan Investment Management Inc. | 6,869 | $489,416 | $485,088.78 | -$4,327.22 | -0.88% |
James V. Thompson Jr. Bulwark Capital Corp | 1,605 | $96,114.06 | $113,345.1 | $17,231.04 | 17.93% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 5,118 | $287,336.39 | $361,433.16 | $74,096.77 | 25.79% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 4,031 | $233,279.28 | $284,669.22 | $51,389.94 | 22.03% |
Jon Lewis Midwest Trust Co | 1.78M | $104.26M | $125.38M | $21.12M | 20.26% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 112,747 | $6.57M | $7.96M | $1.39M | 21.21% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 15,662 | $980,204.81 | $1.14M | $155,290.19 | 15.84% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 282,735 | $13.75M | $19.97M | $6.22M | 45.26% |
Lauren Sterling NerdWallet Wealth Partners LLC | 607,015 | $38.03M | $42.87M | $4.83M | 12.71% |
Winnow Wealth LLC Winnow Wealth LLC | 7,537 | $499,000.81 | $532,262.94 | $33,262.13 | 6.67% |
Molly Wheeler Burk Holdings LLC | 2,349 | $146,112.15 | $172,181.7 | $26,069.55 | 17.84% |
Adam Scott Argyle Capital Partners LLC | 13,580 | $763,195.59 | $989,982 | $226,786.41 | 29.72% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 41,595 | $2.01M | $2.94M | $926,752.85 | 46.09% |
| CTC Caldwell Trust Co Caldwell Trust Co | 117,472 | $6.02M | $8.3M | $2.27M | 37.77% |
| FFL Farnam Financial LLC Farnam Financial LLC | 157,375 | $9.17M | $11.11M | $1.95M | 21.22% |