| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Boggs Optima Capital LLC | 17,981 | $5.2M | $6.86M | $1.66M | 31.85% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 1,733 | $540,563.69 | $663,421.86 | $122,858.17 | 22.73% |
Birchbrook Inc. Birchbrook Inc. | 5,553 | $1.57M | $2.13M | $553,289.73 | 35.19% |
Horan Wealth LLC Horan Wealth LLC | 20,926 | $6.94M | $8.01M | $1.07M | 15.37% |
Warner Group LLC Warner Group LLC | 900 | $333,006 | $343,152 | $10,146 | 3.05% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 979 | $283,724 | $374,777.84 | $91,053.84 | 32.09% |
| ML Maseco LLP Maseco LLP | 16,565 | $5.53M | $6.34M | $815,613.27 | 14.76% |
Chris Ryan Ryan Investment Management Inc. | 2,750 | $936,162.46 | $1.05M | $116,584.29 | 12.45% |
James V. Thompson Jr. Bulwark Capital Corp | 51,209 | $15.67M | $19.6M | $3.94M | 25.13% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 1,089 | $330,980 | $416,869.2 | $85,889.2 | 25.95% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,958 | $591,541.5 | $749,551.77 | $158,010.27 | 26.71% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 15,839 | $4.81M | $6.06M | $1.25M | 25.93% |
Jon Lewis Midwest Trust Co | 104,681 | $32.14M | $40.07M | $7.93M | 24.67% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 1,142 | $382,878.34 | $437,177.01 | $54,298.67 | 14.18% |
Scott Letson Letson Investment Management Inc. | 13,125 | $3.11M | $5.03M | $1.91M | 61.44% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 274 | $83,376.09 | $104,952.96 | $21,576.87 | 25.88% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 1,171 | $282,125.45 | $448,278.71 | $166,153.26 | 58.89% |
Heydon Traub Traub Capital Management LLC | 852 | $260,271.32 | $326,124.3 | $65,852.98 | 25.3% |
Lauren Sterling NerdWallet Wealth Partners LLC | 27,384 | $8.99M | $10.48M | $1.5M | 16.64% |
Winnow Wealth LLC Winnow Wealth LLC | 1,169 | $432,615 | $447,463.97 | $14,848.97 | 3.43% |