| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM McMill Wealth Management McMill Wealth Management | 4.73M | $1.82B | $1.7B | -$119.09M | -6.54% |
Good Steward Wealth Advisors LLC Good Steward Wealth Advisors LLC | 1,000 | $237,280 | $360,790 | $123,510 | 52.05% |
Michael Haskins LWM Advisors Inc. | 1,434 | $289,410 | $501,699.24 | $212,289.24 | 73.35% |
Jon Lewis Midwest Trust Co | 2,200 | $522,016 | $775,885 | $253,869 | 48.63% |