| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rydar Equities Inc. Rydar Equities Inc. | 126 | $25,099 | $25,569.81 | $470.81 | 1.88% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 8,628 | $1.39M | $1.77M | $388,193.66 | 28.03% |
North Capital Inc. North Capital Inc. | 2,251 | $414,914.18 | $461,398.72 | $46,484.54 | 11.2% |
Michael Haskins LWM Advisors Inc. | 1,932 | $313,735.25 | $397,016.34 | $83,281.09 | 26.55% |
QTR Family Wealth LLC QTR Family Wealth LLC | 2,736 | $439,195.28 | $562,849.92 | $123,654.64 | 28.15% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 29 | $5,128.76 | $5,939.78 | $811.02 | 15.81% |
| AS Aryn Sands GK Wealth Management LLC | 18 | $3,520 | $3,671.28 | $151.28 | 4.3% |
Justin Boggs Optima Capital LLC | 1,347 | $217,904 | $278,121.82 | $60,217.82 | 27.64% |
Birchbrook Inc. Birchbrook Inc. | 625 | $99,077.97 | $128,609.37 | $29,531.4 | 29.81% |
Maseco LLP Maseco LLP | 1,970 | $349,380.26 | $405,504.8 | $56,124.54 | 16.06% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 5 | $887 | $1,033.55 | $146.55 | 16.52% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 330 | $54,455.73 | $67,867.83 | $13,412.1 | 24.63% |
Jon Lewis Midwest Trust Co | 54,613 | $9.04M | $11.22M | $2.18M | 24.16% |
William P. Ratcliff Rebel Financial LLC | 16,027 | $2.84M | $3.28M | $438,808.76 | 15.44% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 60,385 | $10.05M | $12.37M | $2.33M | 23.15% |
Molly Wheeler Burk Holdings LLC | 602 | $110,937 | $123,735.08 | $12,798.08 | 11.54% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,048 | $178,049.26 | $215,557.88 | $37,508.62 | 21.07% |
Caldwell Trust Co Caldwell Trust Co | 1,815 | $272,072.92 | $372,882.67 | $100,809.75 | 37.05% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,571 | $640,608.24 | $733,947.63 | $93,339.39 | 14.57% |
Sara Amparan Prospera Capital Management LLC | 1,631 | $261,806 | $333,882.01 | $72,076.01 | 27.53% |