| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 8 | $526 | $893.28 | $367.28 | 69.83% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 7 | $1,002 | $763.35 | -$238.65 | -23.82% |
Horan Wealth LLC Horan Wealth LLC | 1,850 | $158,637.5 | $202,075.5 | $43,438 | 27.38% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 74 | $4,701 | $8,154.8 | $3,453.8 | 73.47% |
Caldwell Trust Co Caldwell Trust Co | 52 | $3,419 | $5,665.92 | $2,246.92 | 65.72% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,844 | $328,925.06 | $424,108.52 | $95,183.46 | 28.94% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 192 | $17,180 | $21,018.24 | $3,838.24 | 22.34% |
Steadtrust LLC Steadtrust LLC | 9,850 | $842,766 | $1.08M | $239,798.25 | 28.45% |