| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BM Berkeley Meredith Hughes Financial Services LLC | 46 | $8,912 | $15,617 | $6,705 | 75.24% |
| FG Fabian Guerra Guerra Advisors Inc. | 3 | $817 | $1,018.5 | $201.5 | 24.66% |
| MWM McMill Wealth Management McMill Wealth Management | 181,247 | $46.27M | $61.4M | $15.13M | 32.7% |
| RFL Rossby Financial LLC Rossby Financial LLC | 9 | $2,371 | $3,051.81 | $680.81 | 28.71% |
| GSW Good Steward Wealth Advisors LLC Good Steward Wealth Advisors LLC | 1,000 | $237,280 | $340,745 | $103,465 | 43.6% |
Michael Haskins LWM Advisors Inc. | 1,434 | $289,410 | $494,285.46 | $204,875.46 | 70.79% |
Jon Lewis Midwest Trust Co | 2,200 | $522,016 | $756,558 | $234,542 | 44.93% |