| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Haskins LWM Advisors Inc. | 13,362 | $1.23M | $1.33M | $104,400.12 | 8.5% |
Nicole Reese WPG Advisers LLC | 3,952 | $277,740.14 | $394,389.84 | $116,649.7 | 42% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 3,972 | $301,058.58 | $396,425.46 | $95,366.88 | 31.68% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 38,264 | $2.87M | $3.82M | $949,469.46 | 33.12% |
David Dirks Plum Street Advisors LLC | 4,608 | $388,517.67 | $459,624.96 | $71,107.29 | 18.3% |
Tyler Rudek Heritage Wealth Architects Inc. | 17,661 | $1.38M | $1.76M | $386,324 | 28.08% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 9,549 | $846,476.04 | $952,846.96 | $106,370.92 | 12.57% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 7,035 | $514,368.64 | $701,706.07 | $187,337.43 | 36.42% |
Justin Boggs Optima Capital LLC | 7,816 | $711,831.75 | $779,606.92 | $67,775.17 | 9.52% |
Birchbrook Inc. Birchbrook Inc. | 105 | $9,535.9 | $10,479.52 | $943.62 | 9.9% |
Horan Wealth LLC Horan Wealth LLC | 3,430 | $299,548.3 | $342,125.35 | $42,577.05 | 14.21% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 26,310 | $1.95M | $2.62M | $678,972.4 | 34.9% |
Warner Group LLC Warner Group LLC | 3,824 | $369,328 | $381,424.88 | $12,096.88 | 3.28% |
| ML Maseco LLP Maseco LLP | 25,570 | $2.13M | $2.55M | $418,569.61 | 19.62% |
James V. Thompson Jr. Bulwark Capital Corp | 3,275 | $289,486 | $326,795.87 | $37,309.87 | 12.89% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 3,701 | $309,596 | $369,156.24 | $59,560.24 | 19.24% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 705 | $58,984.06 | $70,337.85 | $11,353.79 | 19.25% |
Jon Lewis Midwest Trust Co | 802,018 | $68.46M | $80.03M | $11.57M | 16.9% |
Jordan Grabowski Alpha Zero LLC | 2,286 | $221,193 | $228,108.51 | $6,915.51 | 3.13% |
Lauren Sterling NerdWallet Wealth Partners LLC | 3,098 | $271,272.56 | $309,010.01 | $37,737.45 | 13.91% |