| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 26,565 | $681,427.44 | $675,016.65 | -$6,410.79 | -0.94% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 28 | $711.2 | $711.48 | $0.28 | 0.04% |
Sullivan Wood Capital Management LLC Sullivan Wood Capital Management LLC | 114,400 | $2.89M | $2.91M | $14,374 | 0.5% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 12,798 | $319,438.08 | $325,197.18 | $5,759.1 | 1.8% |
Brent Garcia Broadwater Capital Management LLC | 1,320 | $30,597.6 | $33,541.2 | $2,943.6 | 9.62% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,008 | $25,208.48 | $25,613.28 | $404.8 | 1.61% |
Wallace Jones WJ Financial Advisors LLC | 50,348 | $1.29M | $1.28M | -$14,600.92 | -1.13% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,317 | $33,787.75 | $33,464.97 | -$322.78 | -0.96% |
Steadtrust LLC Steadtrust LLC | 94,592 | $2.4M | $2.4M | $918.32 | 0.04% |