| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 48,615 | $2.97M | $3.81M | $847,691.04 | 28.57% |
Cole Dimond Caliber Wealth Management LLC / KS | 18,743 | $1.15M | $1.47M | $316,838.42 | 27.46% |
Horan Wealth LLC Horan Wealth LLC | 26,097 | $1.86M | $2.05M | $184,273.59 | 9.89% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 296 | $18,850.32 | $23,227.12 | $4,376.8 | 23.22% |
Jon Lewis Midwest Trust Co | 7,766 | $515,590.86 | $609,398.02 | $93,807.16 | 18.19% |
| CTC Caldwell Trust Co Caldwell Trust Co | 324 | $19,159.24 | $25,424.28 | $6,265.04 | 32.7% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 14,014 | $1.04M | $1.1M | $57,765.58 | 5.54% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,741 | $203,793 | $215,086.27 | $11,293.27 | 5.54% |
Matthew J. Darcy Seneca Financial Advisors LLC | 101,761 | $5.25M | $7.99M | $2.74M | 52.12% |
Bonnie Courtney Cambridge Financial Group LLC | 4,589 | $239,244.86 | $360,098.83 | $120,853.97 | 50.51% |
Matthew Jenkins GatePass Capital LLC | 12,317 | $854,282.31 | $966,514.99 | $112,232.68 | 13.14% |
United Financial Planning Group LLC United Financial Planning Group LLC | 42 | $2,999 | $3,295.74 | $296.74 | 9.89% |
Blalock Williams LLC Blalock Williams LLC | 45,337 | $2.63M | $3.56M | $927,235.21 | 35.25% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 5,267 | $357,260.36 | $413,301.49 | $56,041.13 | 15.69% |
| PCL Payne Capital LLC Payne Capital LLC | 6,115 | $454,650 | $479,844.05 | $25,194.05 | 5.54% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 256 | $17,907 | $20,088.32 | $2,181.32 | 12.18% |
Gassan Kassira Kassira Wealth Management LLC | 18,094 | $1.23M | $1.42M | $191,848.95 | 15.62% |