| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 149,439 | $4.42M | $6.37M | $1.95M | 44.16% |
| AS Aryn Sands GK Wealth Management LLC | 1,000 | $42,190 | $42,150 | -$40 | -0.09% |
Investment Research Partners LLC Investment Research Partners LLC | 34,966 | $1.31M | $1.49M | $175,551.18 | 13.35% |
Jon Lewis Midwest Trust Co | 56,693 | $2.04M | $2.41M | $376,698.33 | 18.5% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 337 | $13,961.91 | $14,364.62 | $402.71 | 2.88% |
Winnow Wealth LLC Winnow Wealth LLC | 11,891 | $439,967 | $503,108.21 | $63,141.21 | 14.35% |
Adam Scott Argyle Capital Partners LLC | 60,423 | $1.9M | $2.59M | $690,675.78 | 36.42% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 665 | $16,891 | $28,309.05 | $11,418.05 | 67.6% |
Invested Advisors Invested Advisors | 32,080 | $1.19M | $1.37M | $186,855.74 | 15.76% |
Plan A Wealth LLC Plan A Wealth LLC | 7,190 | $248,127.07 | $307,983.65 | $59,856.58 | 24.12% |
Manske Wealth Management Manske Wealth Management | 57,609 | $1.58M | $2.46M | $884,691.73 | 56.04% |