| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 10,452 | $324,928.02 | $359,548.8 | $34,620.78 | 10.65% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 402,966 | $12.16M | $13.69M | $1.53M | 12.59% |
Marquette Associates Inc. Marquette Associates Inc. | 7,292 | $212,380 | $245,229.96 | $32,849.96 | 15.47% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 220,794 | $6.14M | $7.51M | $1.37M | 22.28% |
| PS Paula Spurgeon BankPlus Trust Department | 946 | $23,177 | $31,922.77 | $8,745.77 | 37.73% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,840 | $59,745 | $62,219.6 | $2,474.6 | 4.14% |
Timothy Dwight SpringVest Wealth Management LLC | 18,619 | $568,179.81 | $640,493.6 | $72,313.79 | 12.73% |