| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 578,074 | $17.71M | $20.58M | $2.87M | 16.22% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 28,471 | $817,679.86 | $1.01M | $188,342.92 | 23.03% |
Heydon Traub Traub Capital Management LLC | 106,753 | $3.09M | $3.82M | $732,834.54 | 23.7% |
Molly Wheeler Burk Holdings LLC | 1,207 | $39,146.42 | $42,601.06 | $3,454.64 | 8.82% |
Bonnie Courtney Cambridge Financial Group LLC | 17,621 | $488,322.12 | $628,629.17 | $140,307.05 | 28.73% |
Basepoint Wealth LLC Basepoint Wealth LLC | 15 | $520.8 | $529.42 | $8.62 | 1.66% |
Plan A Wealth LLC Plan A Wealth LLC | 12,773 | $412,957.72 | $455,165.85 | $42,208.13 | 10.22% |
Manske Wealth Management Manske Wealth Management | 125,370 | $3.71M | $4.45M | $747,043.42 | 20.15% |