| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allium Financial Advisors LLC Allium Financial Advisors LLC | 4,657 | $324,826 | $361,429.77 | $36,603.77 | 11.27% |
Michael Haskins LWM Advisors Inc. | 7,184 | $524,391.26 | $557,550.24 | $33,158.98 | 6.32% |
Nicole Reese WPG Advisers LLC | 6,275 | $329,196.11 | $501,749 | $172,552.89 | 52.42% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 41,934 | $2.83M | $3.25M | $422,518.91 | 14.92% |
David Dirks Plum Street Advisors LLC | 8,863 | $455,429.73 | $687,857.43 | $232,427.7 | 51.03% |
Tyler Rudek Heritage Wealth Architects Inc. | 2,860 | $192,249.2 | $221,964.6 | $29,715.4 | 15.46% |
| AS Aryn Sands GK Wealth Management LLC | 2,868 | $237,598 | $222,585.48 | -$15,012.52 | -6.32% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 14,055 | $971,428.76 | $1.09M | $119,379.79 | 12.29% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 14,605 | $784,814.14 | $1.13M | $348,679.91 | 44.43% |
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 8,100 | $618,644 | $648,081.02 | $29,437.02 | 4.76% |
Birchbrook Inc. Birchbrook Inc. | 129,406 | $7.11M | $10.04M | $2.93M | 41.16% |
Horan Wealth LLC Horan Wealth LLC | 15,828 | $1.11M | $1.27M | $154,249.49 | 13.87% |
Warner Group LLC Warner Group LLC | 2,838 | $235,104 | $220,257.18 | -$14,846.82 | -6.32% |
| ML Maseco LLP Maseco LLP | 10,163 | $611,066.32 | $812,633.48 | $201,567.16 | 32.99% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 12 | $807 | $931.32 | $124.32 | 15.41% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 781 | $46,987.07 | $60,613.41 | $13,626.34 | 29% |
Jon Lewis Midwest Trust Co | 288,757 | $17.55M | $23.09M | $5.54M | 31.54% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 6,212 | $351,213.84 | $482,113.32 | $130,899.48 | 37.27% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 3,078 | $206,903.16 | $238,883.58 | $31,980.42 | 15.46% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 7,721 | $463,476 | $599,226.81 | $135,750.81 | 29.29% |