| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 4,394 | $199,270.91 | $223,237.17 | $23,966.26 | 12.03% |
| ML Maseco LLP Maseco LLP | 76 | $3,445.46 | $3,851.68 | $406.22 | 11.79% |
Robert Amato Compass Wealth Management LLC/GA | 64,383 | $2.87M | $3.27M | $402,171.52 | 14.02% |
Jon Lewis Midwest Trust Co | 54,274 | $2.41M | $2.75M | $335,785.47 | 13.91% |
Molly Wheeler Burk Holdings LLC | 60 | $2,998 | $3,037.2 | $39.2 | 1.31% |
| CTC Caldwell Trust Co Caldwell Trust Co | 8,810 | $369,253.68 | $445,918.15 | $76,664.47 | 20.76% |
Jim Cullen Midwestern Financial LLC /IA | 7,903 | $347,748.59 | $400,524.04 | $52,775.45 | 15.18% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 89,499 | $4.03M | $4.53M | $496,793.43 | 12.32% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 51 | $2,613 | $2,581.36 | -$31.64 | -1.21% |
Steve Erken Maxele Advisors LLC | 8,040 | $364,236.12 | $406,984.8 | $42,748.68 | 11.74% |
Eric C. Jansen Finivi Inc. | 12,901 | $644,640.97 | $652,984.11 | $8,343.14 | 1.29% |