| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Shawn Clark Accredited Wealth Management LLC | 24,333 | $2.17M | $2.66M | $487,228.44 | 22.42% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 2,583 | $242,085 | $282,024.85 | $39,939.85 | 16.5% |
Ameriflex Group Inc. Ameriflex Group Inc. | 49 | $4,379 | $5,350.06 | $971.06 | 22.18% |
Bingham Private Wealth LLC Bingham Private Wealth LLC | 3,313 | $269,181.68 | $361,779.6 | $92,597.92 | 34.4% |
Will Kelleher Lee-Kelleher Wealth Management | 22,606 | $1.84M | $2.45M | $616,691.68 | 33.58% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 3,070 | $275,901 | $334,829.55 | $58,928.55 | 21.36% |
| ML Maseco LLP Maseco LLP | 757 | $64,567.82 | $82,505.43 | $17,937.61 | 27.78% |
Jon Lewis Midwest Trust Co | 2,735 | $233,049 | $298,087.65 | $65,038.65 | 27.91% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 36,133 | $3.34M | $3.94M | $603,059.77 | 18.08% |
Molly Wheeler Burk Holdings LLC | 195 | $18,279 | $21,243.3 | $2,964.3 | 16.22% |
David W. Young III Clarion Wealth Managment Partners LLC | 17,290 | $1.47M | $1.88M | $410,768.91 | 27.87% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 10,410 | $971,787.9 | $1.13M | $162,277.5 | 16.7% |
Base Wealth Management LLC Base Wealth Management LLC | 2,410 | $198,921.15 | $262,545.4 | $63,624.25 | 31.98% |
IFS Group LLC IFS Group LLC | 24,071 | $2.22M | $2.62M | $400,252.11 | 18.01% |