| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Rudek Heritage Wealth Architects Inc. | 3,609 | $360,791.74 | $381,038.22 | $20,246.48 | 5.61% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 2,293 | $222,719 | $247,666.93 | $24,947.93 | 11.2% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 7,138 | $678,966.11 | $753,630.04 | $74,663.93 | 11% |
Craig McFadzean Turn8 Private Wealth Inc. | 5,899 | $516,242.32 | $622,816.42 | $106,574.1 | 20.64% |
Justin Boggs Optima Capital LLC | 3,557 | $352,014.69 | $375,548.06 | $23,533.37 | 6.69% |
Birchbrook Inc. Birchbrook Inc. | 3,309 | $267,193.44 | $349,364.22 | $82,170.78 | 30.75% |
Horan Wealth LLC Horan Wealth LLC | 21,342 | $2M | $2.31M | $307,437.05 | 15.39% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 39,036 | $3.33M | $4.12M | $787,946.11 | 23.64% |
| ML Maseco LLP Maseco LLP | 1,182 | $121,607.27 | $126,994.08 | $5,386.81 | 4.43% |
Chris Ryan Ryan Investment Management Inc. | 529,994 | $50.07M | $55.96M | $5.89M | 11.77% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 728 | $60,562.09 | $76,862.24 | $16,300.15 | 26.91% |
Jon Lewis Midwest Trust Co | 227,292 | $20.46M | $24.42M | $3.96M | 19.33% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 24,670 | $2.22M | $2.6M | $385,351.7 | 17.36% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 21,495 | $2.07M | $2.32M | $255,116.47 | 12.34% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 9,824 | $884,207.67 | $1.04M | $153,010.25 | 17.3% |
Jordan Grabowski Alpha Zero LLC | 5,320 | $402,245.67 | $561,685.6 | $159,439.93 | 39.64% |
Ryan Westerbeck Brian Low Financial Group LLC | 37,268 | $3.38M | $3.93M | $553,600.38 | 16.37% |
Lauren Sterling NerdWallet Wealth Partners LLC | 13,676 | $1.28M | $1.44M | $163,631.71 | 12.78% |
Molly Wheeler Burk Holdings LLC | 50 | $5,194 | $5,425 | $231 | 4.45% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1,900 | $169,896.87 | $206,150 | $36,253.13 | 21.34% |