| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Will Kelleher Lee-Kelleher Wealth Management | 21,706 | $1.76M | $2.44M | $671,800.7 | 38.09% |
Investment Research Partners LLC Investment Research Partners LLC | 3,070 | $275,901 | $344,807.05 | $68,906.05 | 24.97% |
Maseco LLP Maseco LLP | 760 | $64,886.83 | $85,363.2 | $20,476.37 | 31.56% |
Jon Lewis Midwest Trust Co | 2,735 | $233,049 | $306,292.65 | $73,243.65 | 31.43% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 35,223 | $3.25M | $3.95M | $703,579.42 | 21.64% |
David W. Young III Clarion Wealth Managment Partners LLC | 17,590 | $1.51M | $1.97M | $466,981.49 | 31.02% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 11,027 | $1.04M | $1.24M | $199,462.92 | 19.23% |
Base Wealth Management LLC Base Wealth Management LLC | 2,189 | $180,679.83 | $245,671.47 | $64,991.64 | 35.97% |