| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John R. Hanahan Yukon Wealth Management Inc. | 5,039 | $283,209.07 | $490,244.31 | $207,035.24 | 73.1% |
J. Kemp Sawers Uptown Financial Advisors LLC | 8,409 | $540,731.12 | $774,637.08 | $233,905.96 | 43.26% |
| RM Rich Mowrer Brookwood Investment Group LLC | 5,865 | $323,102.81 | $540,283.8 | $217,180.99 | 67.22% |
Cole Dimond Caliber Wealth Management LLC / KS | 4,347 | $240,232.75 | $400,445.64 | $160,212.89 | 66.69% |
Michael Haskins LWM Advisors Inc. | 3,141 | $173,037.69 | $289,348.92 | $116,311.23 | 67.22% |
Mike Silane 21 West Wealth Management LLC | 10,728 | $679,223.71 | $988,263.36 | $309,039.65 | 45.5% |
David Dirks Plum Street Advisors LLC | 107,592 | $6.33M | $10.42M | $4.09M | 64.61% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 3,425 | $231,221.75 | $315,511 | $84,289.25 | 36.45% |
Horan Wealth LLC Horan Wealth LLC | 8,713 | $550,378.08 | $825,295.36 | $274,917.28 | 49.95% |
James V. Thompson Jr. Bulwark Capital Corp | 10,941 | $788,612.01 | $1.01M | $219,272.91 | 27.8% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,211 | $105,510.31 | $111,557.32 | $6,047.01 | 5.73% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 38 | $2,429.76 | $3,500.56 | $1,070.8 | 44.07% |
Ryan Westerbeck Brian Low Financial Group LLC | 3,154 | $231,863.86 | $290,546.48 | $58,682.62 | 25.31% |
| CTC Caldwell Trust Co Caldwell Trust Co | 59,637 | $3.64M | $5.49M | $1.86M | 51.11% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,150 | $156,261.98 | $198,058 | $41,796.02 | 26.75% |
Bonnie Courtney Cambridge Financial Group LLC | 2,049 | $209,613 | $188,753.88 | -$20,859.12 | -9.95% |
Invested Advisors Invested Advisors | 2,892 | $210,191 | $266,411.04 | $56,220.04 | 26.75% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 13,643 | $1.23M | $1.26M | $26,806.91 | 2.18% |
| BML Berman McAleer LLC Berman McAleer LLC | 2,493 | $255,034 | $229,655.16 | -$25,378.84 | -9.95% |