| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CW Cathleen Wrisberg Convergence Financial, LLC | 211,236 | $5.94M | $6.84M | $905,719.56 | 15.26% |
Marquette Associates Inc. Marquette Associates Inc. | 7,292 | $212,380 | $248,803.04 | $36,423.04 | 17.15% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 220,794 | $6.14M | $7.54M | $1.4M | 22.71% |
| PS Paula Spurgeon BankPlus Trust Department | 946 | $23,177 | $30,640.94 | $7,463.94 | 32.2% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,840 | $59,745 | $59,597.6 | -$147.4 | -0.25% |
Timothy Dwight SpringVest Wealth Management LLC | 18,619 | $568,179.81 | $603,069.41 | $34,889.6 | 6.14% |