| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Young III Clarion Wealth Managment Partners LLC | 89,143 | $8.03M | $8.59M | $558,048.32 | 6.95% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,217 | $751,444.51 | $795,076.92 | $43,632.41 | 5.81% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 3 | $280.14 | $290.85 | $10.71 | 3.82% |
Basepoint Wealth LLC Basepoint Wealth LLC | 231 | $21,133.98 | $22,326.15 | $1,192.17 | 5.64% |
William Mack & Associates Inc. William Mack & Associates Inc. | 3,150 | $294,147 | $303,660 | $9,513 | 3.23% |
David K. Gilmore Equity Wealth Partners LLC | 2,335 | $209,149.64 | $225,024.42 | $15,874.78 | 7.59% |