| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IFA Independence Financial Advisors LLC Independence Financial Advisors LLC | 227,992 | $12.13M | $14.26M | $2.13M | 17.56% |
Fortitude Financial LLC Fortitude Financial LLC | 4,972 | $281,862.63 | $311,048.32 | $29,185.69 | 10.35% |
David R. Hess Wealth Management Associates Inc. | 11,472 | $496,973.22 | $717,688.32 | $220,715.1 | 44.41% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 17,617 | $988,235.66 | $1.12M | $132,381.71 | 13.4% |
Horan Wealth LLC Horan Wealth LLC | 3,651 | $220,095 | $234,412.45 | $14,317.45 | 6.51% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 22,397 | $1.25M | $1.4M | $149,178.06 | 11.92% |
Base Wealth Management LLC Base Wealth Management LLC | 141,941 | $7.96M | $8.88M | $919,969.25 | 11.56% |