| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 371,857 | $18.6M | $21.89M | $3.29M | 17.7% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 9,565 | $505,687.45 | $563,043.72 | $57,356.27 | 11.34% |
William P. Ratcliff Rebel Financial LLC | 108,997 | $5.86M | $6.42M | $556,422.94 | 9.5% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 26,442 | $1.42M | $1.56M | $134,986.41 | 9.5% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 123,477 | $6.12M | $7.27M | $1.15M | 18.84% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 28,480 | $1.18M | $1.68M | $498,405.6 | 42.31% |
Lauren Sterling NerdWallet Wealth Partners LLC | 122,146 | $6.73M | $7.19M | $464,511.75 | 6.91% |
Molly Wheeler Burk Holdings LLC | 2,543 | $137,449 | $149,591.97 | $12,142.97 | 8.83% |
Adam Scott Argyle Capital Partners LLC | 37,133 | $1.65M | $2.18M | $536,406.71 | 32.55% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 9,276 | $408,516.22 | $545,985.36 | $137,469.14 | 33.65% |
| CTC Caldwell Trust Co Caldwell Trust Co | 11,353 | $531,149.41 | $667,840.22 | $136,690.81 | 25.73% |
| FFL Farnam Financial LLC Farnam Financial LLC | 5,207 | $231,914.65 | $306,510.05 | $74,595.4 | 32.17% |
Bryce Maxwell Westerkirk Capital Inc. | 1.4M | $71.85M | $82.39M | $10.54M | 14.67% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 13,890 | $750,742 | $816,801.45 | $66,059.45 | 8.8% |
David W. Young III Clarion Wealth Managment Partners LLC | 17,568 | $869,476.59 | $1.03M | $164,663.73 | 18.94% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 30,177 | $1.62M | $1.77M | $149,659.36 | 9.21% |
Allison Brecher Vestwell Advisors LLC | 67,319 | $3.48M | $3.96M | $481,627.42 | 13.84% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,083 | $42,615.18 | $63,745.38 | $21,130.2 | 49.58% |
Mitchell Goldhar TLT Family Holdco ULC | 433,150 | $21.42M | $25.5M | $4.07M | 19.02% |
Sara Amparan Prospera Capital Management LLC | 5,624 | $258,391.33 | $331,056.76 | $72,665.43 | 28.12% |