| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Boggs Optima Capital LLC | 2,205 | $253,971.98 | $324,476.77 | $70,504.79 | 27.76% |
Horan Wealth LLC Horan Wealth LLC | 4,330 | $525,572 | $635,860.5 | $110,288.5 | 20.98% |
Maseco LLP Maseco LLP | 516 | $68,287 | $75,578.52 | $7,291.52 | 10.68% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 830 | $100,870.43 | $121,279.6 | $20,409.17 | 20.23% |
Jon Lewis Midwest Trust Co | 3,076 | $436,454 | $448,727.19 | $12,273.19 | 2.81% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 81 | $10,135.53 | $11,800.08 | $1,664.55 | 16.42% |