| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 104 | $4,509 | $4,569.76 | $60.76 | 1.35% |
Horan Wealth LLC Horan Wealth LLC | 113,784 | $4.53M | $5M | $465,443.79 | 10.27% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 50 | $1,988 | $2,197 | $209 | 10.51% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,170 | $46,508 | $51,409.8 | $4,901.8 | 10.54% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 15,453 | $614,257 | $679,004.82 | $64,747.82 | 10.54% |
Michael Behner Nautilus Advisors LLC | 6,220 | $247,245 | $273,306.8 | $26,061.8 | 10.54% |
IFS Group LLC IFS Group LLC | 6,362 | $252,892 | $279,546.28 | $26,654.28 | 10.54% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 22,941 | $911,905 | $1.01M | $96,122.54 | 10.54% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 31 | $1,232 | $1,362.14 | $130.14 | 10.56% |