| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 324 | $36,369.37 | $39,343.32 | $2,973.95 | 8.18% |
Jon Lewis Midwest Trust Co | 15,799 | $1.77M | $1.97M | $193,883.42 | 10.92% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,504 | $238,004.92 | $304,060.72 | $66,055.8 | 27.75% |
Matthew J. Darcy Seneca Financial Advisors LLC | 174,129 | $19.62M | $21.14M | $1.53M | 7.79% |
United Financial Planning Group LLC United Financial Planning Group LLC | 10 | $1,139 | $1,246.15 | $107.15 | 9.41% |
Blalock Williams LLC Blalock Williams LLC | 20,644 | $2.3M | $2.61M | $309,386.7 | 13.48% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 96,865 | $10.86M | $11.76M | $906,030.76 | 8.35% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,482 | $169,155.63 | $179,959.26 | $10,803.63 | 6.39% |