| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Luis A. Galdamez Valtrion Capital Management LLC | 3,437 | $401,077.21 | $460,592.37 | $59,515.16 | 14.84% |
Horan Wealth LLC Horan Wealth LLC | 65,192 | $7.45M | $8.76M | $1.31M | 17.53% |
Jon Lewis Midwest Trust Co | 19,189 | $2.33M | $2.57M | $239,958.1 | 10.31% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 7,609 | $918,980.91 | $1.02M | $96,782.54 | 10.53% |
Scott Letson Letson Investment Management Inc. | 8,634 | $1.17M | $1.16M | -$8,075.21 | -0.69% |
Caldwell Trust Co Caldwell Trust Co | 23,190 | $2.48M | $3.1M | $620,455.77 | 25.05% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 8,214 | $975,897.93 | $1.1M | $123,258.48 | 12.63% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 93 | $10,972 | $12,444.79 | $1,472.79 | 13.42% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 440 | $53,376.06 | $58,894 | $5,517.94 | 10.34% |
Plan A Wealth LLC Plan A Wealth LLC | 2,338 | $252,806.21 | $314,741.56 | $61,935.35 | 24.5% |
Adam Weisner Sherman Porfolios LLC | 41,937 | $5.06M | $5.61M | $548,871.18 | 10.85% |