| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 3,231 | $821,848.38 | $1.12M | $298,969.36 | 36.38% |
| FFS Fischer Financial Services Inc. Fischer Financial Services Inc. | 6,783 | $1.73M | $2.36M | $633,116.22 | 36.62% |
| RM Rich Mowrer Brookwood Investment Group LLC | 1,425 | $352,759.1 | $495,565.12 | $142,806.02 | 40.48% |
Benjamin S. Smith Smith Asset Management Co LLC | 9,954 | $2.91M | $3.44M | $527,408.44 | 18.1% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 1,035 | $323,175 | $359,936.77 | $36,761.77 | 11.38% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 84 | $23,464 | $29,132.46 | $5,668.46 | 24.16% |
Jon Lewis Midwest Trust Co | 819 | $229,908.53 | $284,041.48 | $54,132.95 | 23.55% |
Erik Bonnett Tripletail Wealth Management LLC | 1,343 | $385,065 | $465,772.54 | $80,707.54 | 20.96% |
| CTC Caldwell Trust Co Caldwell Trust Co | 136 | $21,918.82 | $47,151.2 | $25,232.38 | 115.12% |