| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL Jon Lewis Midwest Trust Co | 8,344 | $2.73M | $4.57M | $1.83M | 67.02% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 656 | $216,309.48 | $359,068.16 | $142,758.67 | 66% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 83 | $20,470.85 | $45,430.88 | $24,960.03 | 121.93% |