| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Silane 21 West Wealth Management LLC | 9,597 | $607,812.34 | $897,799.35 | $289,987.01 | 47.71% |
David Dirks Plum Street Advisors LLC | 107,592 | $6.33M | $10.1M | $3.77M | 59.59% |
| AS Aryn Sands GK Wealth Management LLC | 196 | $19,376 | $19,057.08 | -$318.92 | -1.65% |
Investment Research Partners LLC Investment Research Partners LLC | 3,425 | $231,221.75 | $318,251 | $87,029.25 | 37.64% |
Horan Wealth LLC Horan Wealth LLC | 8,713 | $550,378.08 | $810,221.87 | $259,843.79 | 47.21% |
James V. Thompson Jr. Bulwark Capital Corp | 8,454 | $623,266.36 | $794,633.73 | $171,367.37 | 27.5% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,211 | $105,510.31 | $112,392.91 | $6,882.6 | 6.52% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 38 | $2,429.76 | $3,552.81 | $1,123.05 | 46.22% |
Ryan Westerbeck Brian Low Financial Group LLC | 3,154 | $231,863.86 | $296,728.32 | $64,864.46 | 27.98% |
Caldwell Trust Co Caldwell Trust Co | 65,396 | $4.22M | $6.04M | $1.82M | 43.01% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,150 | $156,261.98 | $198,896.5 | $42,634.52 | 27.28% |
Bonnie Courtney Cambridge Financial Group LLC | 2,049 | $209,613 | $190,987.29 | -$18,625.71 | -8.89% |
Invested Advisors Invested Advisors | 2,892 | $210,191 | $269,563.32 | $59,372.32 | 28.25% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 15,319 | $1.4M | $1.42M | $26,631.15 | 1.91% |
Berman McAleer LLC Berman McAleer LLC | 2,493 | $255,034 | $230,029.11 | -$25,004.89 | -9.8% |