| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 583 | $28,873.18 | $33,892.7 | $5,019.52 | 17.38% |
Jon Lewis Midwest Trust Co | 352,764 | $17.65M | $20.48M | $2.83M | 16.02% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 8,900 | $472,796.55 | $518,158 | $45,361.45 | 9.59% |
William P. Ratcliff Rebel Financial LLC | 108,997 | $5.86M | $6.39M | $532,443.6 | 9.09% |
Ronald L. Valpey Valpey Financial Services LLC | 26,145 | $1.41M | $1.53M | $128,241.22 | 9.12% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 123,240 | $6.1M | $7.22M | $1.12M | 18.31% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 27,931 | $1.16M | $1.64M | $485,999.05 | 42.06% |
Lauren Sterling NerdWallet Wealth Partners LLC | 122,146 | $6.73M | $7.16M | $430,921.6 | 6.41% |
Molly Wheeler Burk Holdings LLC | 2,363 | $127,720.01 | $137,243.04 | $9,523.03 | 7.46% |
Adam Scott Argyle Capital Partners LLC | 35,092 | $1.56M | $2.05M | $491,841.83 | 31.57% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 9,276 | $408,516.22 | $539,445.78 | $130,929.56 | 32.05% |
Caldwell Trust Co Caldwell Trust Co | 13,024 | $630,891.45 | $755,782.72 | $124,891.27 | 19.8% |
Bryce Maxwell Westerkirk Capital Inc. | 1.48M | $76.33M | $86.01M | $9.68M | 12.68% |
Gibbs Wealth Management Gibbs Wealth Management | 13,890 | $750,742 | $807,981.3 | $57,239.3 | 7.62% |
David W. Young III Clarion Wealth Managment Partners LLC | 17,837 | $885,533.53 | $1.05M | $160,249.78 | 18.1% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 30,277 | $1.63M | $1.76M | $130,496.35 | 8% |
Allison Brecher Vestwell Advisors LLC | 67,307 | $3.48M | $3.91M | $424,640.15 | 12.2% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,083 | $42,615.18 | $62,878.98 | $20,263.8 | 47.55% |
Mitchell Goldhar TLT Family Holdco ULC | 433,150 | $21.42M | $25.16M | $3.73M | 17.42% |
Sara Amparan Prospera Capital Management LLC | 5,634 | $258,992.02 | $330,405.93 | $71,413.91 | 27.57% |