| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 28,505 | $2.05M | $2.28M | $229,228.46 | 11.19% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 303 | $19,386.98 | $24,038.54 | $4,651.56 | 23.99% |
Jon Lewis Midwest Trust Co | 8,425 | $566,037.33 | $668,565.87 | $102,528.54 | 18.11% |
Caldwell Trust Co Caldwell Trust Co | 568 | $37,837.27 | $45,070.8 | $7,233.53 | 19.12% |
Gibbs Wealth Management Gibbs Wealth Management | 14,014 | $1.04M | $1.11M | $69,677.48 | 6.69% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,741 | $203,793 | $217,553.17 | $13,760.17 | 6.75% |
Matthew J. Darcy Seneca Financial Advisors LLC | 101,611 | $5.24M | $8.03M | $2.79M | 53.13% |
Bonnie Courtney Cambridge Financial Group LLC | 4,589 | $239,244.86 | $366,844.66 | $127,599.8 | 53.33% |
Basepoint Wealth LLC Basepoint Wealth LLC | 90 | $6,890 | $7,141.5 | $251.5 | 3.65% |
United Financial Planning Group LLC United Financial Planning Group LLC | 42 | $2,999 | $3,329.34 | $330.34 | 11.02% |
Blalock Williams LLC Blalock Williams LLC | 21,553 | $1.38M | $1.72M | $340,965.2 | 24.66% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 5,267 | $357,260.36 | $416,988.39 | $59,728.03 | 16.72% |
Payne Capital LLC Payne Capital LLC | 6,115 | $454,650 | $482,870.97 | $28,220.97 | 6.21% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 256 | $17,907 | $20,289.28 | $2,382.28 | 13.3% |
Gassan Kassira Kassira Wealth Management LLC | 18,086 | $1.23M | $1.43M | $200,987.69 | 16.37% |